Klingman & Associates’s Emerson Electric EMR Stock Holding History

Klingman & Associates’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	$968K	Buy	6,239 +269	+5%	+$40.5K	0.04%	149
2026 Q2	$855K	Buy	5,970 +133	+2%	+$18.7K	0.04%	155
2026 Q1	$765K	Buy	5,837 +157	+3%	+$22.6K	0.04%	157
2025 Q4	$754K	Buy	5,680 +78	+1%	+$10.3K	0.04%	151
2025 Q3	$735K	Buy	5,602 +850	+18%	+$116K	0.04%	151
2025 Q2	$634K	Buy	4,752 +1,189	+33%	+$136K	0.03%	145
2025 Q1	$391K	Buy	+3,563	New	+$430K	0.02%	186

Other funds holding EMR

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Klingman & Associates's EMR Position: Q3 2026 in Review

Klingman & Associates increased its Emerson Electric (EMR) stake by 4.5% in Q3 2026, buying an estimated $40.5K and bringing the position to 6,239 shares worth $968K. The position accounts for 0.04% of the portfolio, ranked #149.

Klingman & Associates first reported a position in EMR in Q1 2025 and has held it in 7 quarters since. 717 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

Klingman & Associates held 6,239 shares of Emerson Electric worth $968K as of Q3 2026.
Klingman & Associates bought 269 Emerson Electric shares in Q3 2026, an estimated $40.5K.
Emerson Electric made up 0.04% of Klingman & Associates's portfolio in Q3 2026, its #149 holding.
Klingman & Associates first reported a position in Emerson Electric in Q1 2025 and has held it in 7 quarters since.
717 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.