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JGP Wealth Management’s Emerson Electric EMR Stock Holding History

JGP Wealth Management’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 		$731K Sell
5,108
-51
-1% -$7.18K 0.07% 129
2026
Q1 		$676K Sell
5,159
-31
-0.6% -$4.46K 0.07% 127
2025
Q4 		$689K Buy
5,190
+26
+0.5% +$3.45K 0.07% 131
2025
Q3 		$687K Buy
5,164
+3
+0.1% +$409 0.08% 123
2025
Q2 		$688K Buy
5,161
+1,165
+29% +$134K 0.08% 119
2025
Q1 		$438K Buy
3,996
+40
+1% +$4.82K 0.06% 134
2024
Q4 		$490K Sell
3,956
-3
-0.1% -$364 0.06% 130
2024
Q3 		$433K Buy
3,959
+2
+0.1% +$215 0.06% 132
2024
Q2 		$436K Buy
3,957
+3
+0.1% +$332 0.06% 130
2024
Q1 		$448K Sell
3,954
-1
-0% -$103 0.07% 125
2023
Q4 		$385K Hold
3,955
– – 0.06% 129
2023
Q3 		$382K Sell
3,955
-53
-1% -$5.05K 0.06% 122
2023
Q2 		$362K Sell
4,008
-129
-3% -$10.9K 0.06% 122
2023
Q1 		$360K Buy
4,137
+102
+3% +$8.91K 0.06% 119
2022
Q4 		$388K Sell
4,035
-1
-0% -$90 0.07% 120
2022
Q3 		$314K Sell
4,036
-4
-0.1% -$332 0.07% 121
2022
Q2 		$322K Buy
4,040
+37
+0.9% +$3.26K 0.07% 122
2022
Q1 		$379K Buy
4,003
+124
+3% +$11.7K 0.07% 119
2021
Q4 		$371K Buy
3,879
+2
+0.1% +$188 0.07% 118
2021
Q3 		$365K Hold
3,877
– – 0.08% 114
2021
Q2 		$373K Hold
3,877
– – 0.08% 118
2021
Q1 		$350K Hold
3,877
– – 0.08% 117
2020
Q4 		$326K Buy
3,877
+5
+0.1% +$372 0.08% 119
2020
Q3 		$267K Hold
3,872
– – 0.07% 114
2020
Q2 		$237K Sell
3,872
-173
-4% -$9.83K 0.07% 115
2020
Q1 		$211K Sell
4,045
-1,922
-32% -$127K 0.07% 118
2019
Q4 		$460K Sell
5,967
-57
-0.9% -$4.11K 0.14% 91
2019
Q3 		$383K Hold
6,024
– – 0.13% 95
2019
Q2 		$402K Sell
6,024
-59
-1% -$3.95K 0.14% 93
2019
Q1 		$417K Sell
6,083
-32,992
-84% -$2.17M 0.16% 91
2018
Q4 		$2.33M Buy
39,075
+1,229
+3% +$82.9K 0.97% 48
2018
Q3 		$2.9M Sell
37,846
-1,727
-4% -$127K 1.16% 39
2018
Q2 		$2.74M Buy
+39,573
New +$2.78M 1.14% 40

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

JGP Wealth Management's EMR Position: Q2 2026 in Review

JGP Wealth Management reduced its Emerson Electric (EMR) stake by 0.99% in Q2 2026, selling an estimated $7.18K and leaving 5,108 shares worth $731K. The position accounts for 0.07% of the portfolio, ranked #129.

JGP Wealth Management first reported a position in EMR in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.9M in Q3 2018. 897 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • JGP Wealth Management held 5,108 shares of Emerson Electric worth $731K as of Q2 2026.
  • JGP Wealth Management sold 51 Emerson Electric shares in Q2 2026, an estimated $7.18K.
  • Emerson Electric made up 0.07% of JGP Wealth Management's portfolio in Q2 2026, its #129 holding.
  • JGP Wealth Management first reported a position in Emerson Electric in Q2 2018 and has held it in 33 quarters since.
  • JGP Wealth Management's Emerson Electric position peaked at $2.9M in Q3 2018.
  • 897 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.