JF
EMR icon

Joule Financial’s Emerson Electric EMR Stock Holding History

Joule Financial’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 		$552K Sell
3,853
-17
-0.4% -$2.39K 0.15% 62
2026
Q1 		$507K Sell
3,870
-51
-1% -$7.33K 0.15% 64
2025
Q4 		$520K Buy
3,921
+13
+0.3% +$1.73K 0.16% 61
2025
Q3 		$513K Hold
3,908
– – 0.15% 63
2025
Q2 		$521K Sell
3,908
-654
-14% -$75K 0.17% 63
2025
Q1 		$500K Sell
4,562
-57
-1% -$6.87K 0.18% 62
2024
Q4 		$572K Buy
4,619
+12
+0.3% +$1.46K 0.2% 53
2024
Q3 		$504K Sell
4,607
-394
-8% -$42.4K 0.18% 59
2024
Q2 		$551K Buy
5,001
+196
+4% +$21.7K 0.22% 52
2024
Q1 		$545K Buy
4,805
+139
+3% +$14.3K 0.22% 48
2023
Q4 		$454K Sell
4,666
-120
-3% -$11K 0.21% 61
2023
Q3 		$462K Buy
4,786
+867
+22% +$82.6K 0.24% 56
2023
Q2 		$354K Sell
3,919
-261
-6% -$22K 0.18% 66
2023
Q1 		$364K Buy
4,180
+55
+1% +$4.81K 0.2% 60
2022
Q4 		$396K Buy
4,125
+79
+2% +$7.1K 0.26% 52
2022
Q3 		$296K Buy
4,046
+725
+22% +$60.2K 0.22% 66
2022
Q2 		$264K Buy
+3,321
New +$293K 0.21% 64

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

Joule Financial's EMR Position: Q2 2026 in Review

Joule Financial reduced its Emerson Electric (EMR) stake by 0.44% in Q2 2026, selling an estimated $2.39K and leaving 3,853 shares worth $552K. The position accounts for 0.15% of the portfolio, ranked #62.

Joule Financial first reported a position in EMR in Q2 2022 and has held it in 17 quarters since. The position peaked at $572K in Q4 2024. 746 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Joule Financial held 3,853 shares of Emerson Electric worth $552K as of Q2 2026.
  • Joule Financial sold 17 Emerson Electric shares in Q2 2026, an estimated $2.39K.
  • Emerson Electric made up 0.15% of Joule Financial's portfolio in Q2 2026, its #62 holding.
  • Joule Financial first reported a position in Emerson Electric in Q2 2022 and has held it in 17 quarters since.
  • Joule Financial's Emerson Electric position peaked at $572K in Q4 2024.
  • 746 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.