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LifeSteps Financial’s Emerson Electric EMR Stock Holding History

LifeSteps 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 		$821K Sell
5,734
-5
-0.1% -$704 0.38% 41
2026
Q1 		$752K Sell
5,739
-11
-0.2% -$1.58K 0.48% 39
2025
Q4 		$763K Hold
5,750
– – 0.49% 36
2025
Q3 		$754K Sell
5,750
-34
-0.6% -$4.64K 0.48% 35
2025
Q2 		$771K Buy
5,784
+35
+0.6% +$4.01K 0.53% 31
2025
Q1 		$630K Sell
5,749
-46
-0.8% -$5.55K 0.51% 36
2024
Q4 		$718K Hold
5,795
– – 0.55% 32
2024
Q3 		$634K Sell
5,795
-270
-4% -$29.1K 0.5% 40
2024
Q2 		$668K Sell
6,065
-136
-2% -$15K 0.55% 35
2024
Q1 		$703K Buy
6,201
+1
+0% +$103 0.53% 35
2023
Q4 		$603K Hold
6,200
– – 0.54% 37
2023
Q3 		$599K Buy
6,200
+1
+0% +$95 0.61% 36
2023
Q2 		$560K Sell
6,199
-24
-0.4% -$2.02K 0.55% 39
2023
Q1 		$542K Hold
6,223
– – 0.58% 38
2022
Q4 		$598K Buy
6,223
+2,000
+47% +$180K 0.62% 35
2022
Q3 		$309K Buy
4,223
+133
+3% +$11K 0.35% 53
2022
Q2 		$325K Hold
4,090
– – 0.34% 54
2022
Q1 		$401K Hold
4,090
– – 0.3% 58
2021
Q4 		$380K Sell
4,090
-300
-7% -$28.2K 0.27% 55
2021
Q3 		$414K Hold
4,390
– – 0.32% 51
2021
Q2 		$422K Buy
4,390
+60
+1% +$5.64K 0.32% 49
2021
Q1 		$391K Hold
4,330
– – 0.33% 50
2020
Q4 		$348K Sell
4,330
-60
-1% -$4.46K 0.32% 49
2020
Q3 		$288K Buy
4,390
+100
+2% +$6.59K 0.3% 56
2020
Q2 		$266K Hold
4,290
– – 0.31% 57
2020
Q1 		$204K Hold
4,290
– – 0.23% 74
2019
Q4 		$327K Buy
+4,290
New +$309K 0.31% 59

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

LifeSteps Financial's EMR Position: Q2 2026 in Review

LifeSteps Financial reduced its Emerson Electric (EMR) stake by 0.09% in Q2 2026, selling an estimated $704 and leaving 5,734 shares worth $821K. The position accounts for 0.38% of the portfolio, ranked #41.

LifeSteps Financial first reported a position in EMR in Q4 2019 and has held it in 27 quarters since. 973 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • LifeSteps Financial held 5,734 shares of Emerson Electric worth $821K as of Q2 2026.
  • LifeSteps Financial sold 5 Emerson Electric shares in Q2 2026, an estimated $704.
  • Emerson Electric made up 0.38% of LifeSteps Financial's portfolio in Q2 2026, its #41 holding.
  • LifeSteps Financial first reported a position in Emerson Electric in Q4 2019 and has held it in 27 quarters since.
  • 973 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.