Legacy Advisors
EMR icon

Legacy Advisors’s Emerson Electric EMR Stock Holding History

Legacy 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
Q3 		– Sell
-9,045
Closed -$1.29M – 330
2026
Q2 		$1.29M Buy
9,045
+599
+7% +$84.3K 0.12% 102
2026
Q1 		$1.11M Sell
8,446
-4
-0% -$575 0.13% 97
2025
Q4 		$1.12M Buy
8,450
+243
+3% +$32.2K 0.12% 99
2025
Q3 		$1.08M Buy
+8,207
New +$1.12M 0.13% 94
2025
Q1 		$1.25M Buy
11,446
+433
+4% +$52.2K 0.13% 132
2024
Q4 		$1.36M Buy
11,013
+1,204
+12% +$146K 0.13% 117
2024
Q3 		$1.07M Sell
9,809
-89
-0.9% -$9.6K 0.12% 140
2024
Q2 		$1.09M Buy
9,898
+134
+1% +$14.8K 0.13% 122
2024
Q1 		$1.11M Sell
9,764
-132
-1% -$13.6K 0.14% 126
2023
Q4 		$963K Buy
9,896
+171
+2% +$15.7K 0.12% 130
2023
Q3 		$939K Buy
9,725
+254
+3% +$24.2K 0.15% 128
2023
Q2 		$856K Buy
+9,471
New +$797K 0.13% 130
2019
Q3 		– Sell
-600
Closed -$40K – 177
2019
Q2 		$40K Hold
600
– – 0.03% 219
2019
Q1 		$41K Buy
+600
New +$39.5K 0.01% 229
2018
Q4 		– Sell
-1,198
Closed -$92K – 200
2018
Q3 		$92K Buy
1,198
+598
+100% +$44.1K 0.05% 185
2018
Q2 		$41K Hold
600
– – 0.03% 202
2018
Q1 		$41K Hold
600
– – 0.03% 172
2017
Q4 		$41K Hold
600
– – 0.04% 138
2017
Q3 		$37K Hold
600
– – 0.04% 125
2017
Q2 		$35K Hold
600
– – 0.04% 113
2017
Q1 		$35K Hold
600
– – 0.05% 108
2016
Q4 		$33K Buy
+600
New +$32.3K 0.05% 123

Other funds holding EMR

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Legacy Advisors's EMR Position: Q3 2026 in Review

Legacy Advisors sold out of Emerson Electric (EMR) in Q3 2026, closing a stake of 9,045 shares — an estimated $1.29M sold.

Legacy Advisors first reported a position in EMR in Q4 2016 and held it in 22 quarters. The position peaked at $1.36M in Q4 2024. 717 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Legacy Advisors reported no remaining Emerson Electric position as of Q3 2026 after selling out during the quarter.
  • Legacy Advisors sold 9,045 Emerson Electric shares in Q3 2026, an estimated $1.29M.
  • Legacy Advisors first reported a position in Emerson Electric in Q4 2016 and held it in 22 quarters.
  • Legacy Advisors's Emerson Electric position peaked at $1.36M in Q4 2024.
  • 717 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.