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J.W. Cole Advisors’s Emerson Electric EMR Stock Holding History

J.W. Cole Advisors’s Portfolio EMR Stock Details EMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.27M Buy
+15,839
New +$2.23M 0.04% 456
2026
Q1 		– Sell
-14,592
Closed -$1.71M – 950
2025
Q4 		$1.71M Sell
14,592
-2,378
-14% -$315K 0.04% 444
2025
Q3 		$2.23M Buy
16,970
+349
+2% +$47.6K 0.04% 413
2025
Q2 		$2.22M Buy
16,621
+3,993
+32% +$458K 0.05% 387
2025
Q1 		$1.38M Buy
12,628
+5,946
+89% +$717K 0.04% 427
2024
Q4 		$828K Sell
6,682
-207
-3% -$25.1K 0.03% 468
2024
Q3 		$753K Buy
6,889
+43
+0.6% +$4.63K 0.03% 465
2024
Q2 		$754K Sell
6,846
-261
-4% -$28.9K 0.04% 414
2024
Q1 		$806K Buy
7,107
+49
+0.7% +$5.03K 0.04% 389
2023
Q4 		$687K Buy
7,058
+2,470
+54% +$226K 0.04% 389
2023
Q3 		$443K Buy
4,588
+52
+1% +$4.95K 0.03% 446
2023
Q2 		$410K Sell
4,536
-2
-0% -$168 0.03% 474
2023
Q1 		$395K Sell
4,538
-177
-4% -$15.5K 0.03% 505
2022
Q4 		$453K Sell
4,715
-212
-4% -$19.1K 0.03% 448
2022
Q3 		$361K Buy
4,927
+913
+23% +$75.8K 0.03% 478
2022
Q2 		$319K Sell
4,014
-131
-3% -$11.5K 0.03% 532
2022
Q1 		$406K Buy
4,145
+452
+12% +$42.8K 0.03% 519
2021
Q4 		$343K Buy
3,693
+50
+1% +$4.71K 0.02% 600
2021
Q3 		$343K Sell
3,643
-178
-5% -$17.8K 0.02% 328
2021
Q2 		$368K Buy
3,821
+1,542
+68% +$145K 0.03% 518
2021
Q1 		$206K Buy
+2,279
New +$196K 0.02% 620
2020
Q4 		– Sell
-11,049
Closed -$724K – 701
2020
Q3 		$724K Buy
+11,049
New +$728K 0.06% 331
2020
Q1 		– Sell
-3,165
Closed -$241K – 208
2019
Q4 		$241K Buy
+3,165
New +$228K 0.03% 477

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

J.W. Cole Advisors's EMR Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Emerson Electric (EMR) in Q2 2026: 15,839 shares worth $2.27M. The stake represents 0.04% of the portfolio and ranks #456 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in EMR as recently as Q4 2025.

J.W. Cole Advisors first reported a position in EMR in Q4 2019 and has held it in 23 quarters since. 746 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • J.W. Cole Advisors held 15,839 shares of Emerson Electric worth $2.27M as of Q2 2026.
  • Emerson Electric was a new J.W. Cole Advisors position in Q2 2026.
  • Emerson Electric made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #456 holding.
  • J.W. Cole Advisors first reported a position in Emerson Electric in Q4 2019 and has held it in 23 quarters since.
  • 746 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.