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LifePlan Financial’s Emerson Electric EMR Stock Holding History

LifePlan 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 		– Sell
-5,181
Closed -$679K – 90
2026
Q1 		$679K Sell
5,181
-354
-6% -$50.9K 0.5% 64
2025
Q4 		$735K Sell
5,535
-1,760
-24% -$233K 0.56% 58
2025
Q3 		$957K Sell
7,295
-425
-6% -$57.9K 0.76% 44
2025
Q2 		$1.03M Buy
7,720
+881
+13% +$101K 0.85% 37
2025
Q1 		$750K Sell
6,839
-1,866
-21% -$225K 0.65% 48
2024
Q4 		$1.08M Buy
8,705
+668
+8% +$81K 0.95% 29
2024
Q3 		$879K Sell
8,037
-472
-6% -$50.8K 0.75% 39
2024
Q2 		$937K Sell
8,509
-648
-7% -$71.7K 0.86% 35
2024
Q1 		$1.04M Buy
9,157
+790
+9% +$81.1K 0.95% 30
2023
Q4 		$814K Buy
+8,367
New +$766K 0.82% 41

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LifePlan Financial's EMR Position: Q2 2026 in Review

LifePlan Financial sold out of Emerson Electric (EMR) in Q2 2026, closing a stake of 5,181 shares — an estimated $679K sold.

LifePlan Financial first reported a position in EMR in Q4 2023 and held it in 10 quarters. The position peaked at $1.08M in Q4 2024. 1,143 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • LifePlan Financial reported no remaining Emerson Electric position as of Q2 2026 after selling out during the quarter.
  • LifePlan Financial sold 5,181 Emerson Electric shares in Q2 2026, an estimated $679K.
  • LifePlan Financial first reported a position in Emerson Electric in Q4 2023 and held it in 10 quarters.
  • LifePlan Financial's Emerson Electric position peaked at $1.08M in Q4 2024.
  • 1,143 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.