Key Financial Inc
EMR icon

Key Financial Inc’s Emerson Electric EMR Stock Holding History

Key Financial Inc’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
Q3 		$250K Buy
1,612
+7
+0.4% +$1.05K 0.04% 275
2026
Q2 		$230K Buy
1,605
+22
+1% +$3.1K 0.04% 281
2026
Q1 		$207K Sell
1,583
-5
-0.3% -$719 0.04% 290
2025
Q4 		$211K Hold
1,588
– – 0.04% 283
2025
Q3 		$208K Buy
1,588
+5
+0.3% +$682 0.04% 283
2025
Q2 		$211K Hold
1,583
– – 0.04% 269
2025
Q1 		$174K Hold
1,583
– – 0.04% 285
2024
Q4 		$196K Buy
1,583
+377
+31% +$45.7K 0.04% 259
2024
Q3 		$132K Buy
1,206
+15
+1% +$1.61K 0.03% 305
2024
Q2 		$131K Hold
1,191
– – 0.03% 293
2024
Q1 		$135K Hold
1,191
– – 0.03% 267
2023
Q4 		$116K Hold
1,191
– – 0.03% 283
2023
Q3 		$115K Hold
1,191
– – 0.04% 266
2023
Q2 		$108K Hold
1,191
– – 0.04% 276
2023
Q1 		$104K Hold
1,191
– – 0.04% 272
2022
Q4 		$87.2K Hold
1,191
– – 0.04% 267
2022
Q3 		$87K Buy
1,191
+261
+28% +$21.7K 0.04% 270
2022
Q2 		$75K Hold
930
– – 0.04% 287
2022
Q1 		$91K Hold
930
– – 0.05% 269
2021
Q4 		$86K Hold
930
– – 0.04% 257
2021
Q3 		$88K Hold
930
– – 0.05% 241
2021
Q2 		$94K Buy
930
+115
+14% +$10.8K 0.05% 236
2021
Q1 		$74K Buy
815
+15
+2% +$1.29K 0.05% 224
2020
Q4 		$64K Buy
+800
New +$59.5K 0.05% 222
2020
Q2 		– Sell
-800
Closed -$37K – 244
2020
Q1 		$37K Buy
+800
New +$52.7K 0.04% 249

Other funds holding EMR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Key Financial Inc's EMR Position: Q3 2026 in Review

Key Financial Inc increased its Emerson Electric (EMR) stake by 0.44% in Q3 2026, buying an estimated $1.05K and bringing the position to 1,612 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #275.

Key Financial Inc first reported a position in EMR in Q1 2020 and has held it in 25 quarters since. 1,532 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Key Financial Inc held 1,612 shares of Emerson Electric worth $250K as of Q3 2026.
  • Key Financial Inc bought 7 Emerson Electric shares in Q3 2026, an estimated $1.05K.
  • Emerson Electric made up 0.04% of Key Financial Inc's portfolio in Q3 2026, its #275 holding.
  • Key Financial Inc first reported a position in Emerson Electric in Q1 2020 and has held it in 25 quarters since.
  • 1,532 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.