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Ledgewood Wealth Advisors’s Emerson Electric EMR Stock Holding History

Ledgewood Wealth 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 		$575K Sell
4,016
-100
-2% -$14.1K 0.31% 41
2026
Q1 		$539K Sell
4,116
-150
-4% -$21.6K 0.3% 44
2025
Q4 		$566K Hold
4,266
– – 0.33% 44
2025
Q3 		$560K Sell
4,266
-200
-4% -$27.3K 0.33% 39
2025
Q2 		$595K Hold
4,466
– – 0.38% 38
2025
Q1 		$490K Sell
4,466
-100
-2% -$12.1K 0.32% 40
2024
Q4 		$566K Sell
4,566
-500
-10% -$60.6K 0.37% 39
2024
Q3 		$554K Hold
5,066
– – 0.37% 34
2024
Q2 		$558K Hold
5,066
– – 0.48% 30
2024
Q1 		$575K Hold
5,066
– – 0.53% 29
2023
Q4 		$493K Buy
+5,066
New +$464K 0.46% 31

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Ledgewood Wealth Advisors's EMR Position: Q2 2026 in Review

Ledgewood Wealth Advisors reduced its Emerson Electric (EMR) stake by 2.4% in Q2 2026, selling an estimated $14.1K and leaving 4,016 shares worth $575K. The position accounts for 0.31% of the portfolio, ranked #41.

Ledgewood Wealth Advisors first reported a position in EMR in Q4 2023 and has held it in 11 quarters since. The position peaked at $595K in Q2 2025. 413 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Ledgewood Wealth Advisors held 4,016 shares of Emerson Electric worth $575K as of Q2 2026.
  • Ledgewood Wealth Advisors sold 100 Emerson Electric shares in Q2 2026, an estimated $14.1K.
  • Emerson Electric made up 0.31% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Ledgewood Wealth Advisors first reported a position in Emerson Electric in Q4 2023 and has held it in 11 quarters since.
  • Ledgewood Wealth Advisors's Emerson Electric position peaked at $595K in Q2 2025.
  • 413 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.