Live Oak Private Wealth
EMR icon

Live Oak Private Wealth’s Emerson Electric EMR Stock Holding History

Live Oak Private Wealth’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 		$681K Sell
4,389
-19
-0.4% -$2.86K 0.08% 127
2026
Q2 		$631K Hold
4,408
– – 0.08% 131
2026
Q1 		$577K Buy
4,408
+1
+0% +$144 0.08% 123
2025
Q4 		$585K Hold
4,407
– – 0.08% 121
2025
Q3 		$578K Buy
4,407
+81
+2% +$11K 0.08% 122
2025
Q2 		$577K Buy
4,326
+61
+1% +$7K 0.09% 121
2025
Q1 		$468K Hold
4,265
– – 0.08% 129
2024
Q4 		$529K Hold
4,265
– – 0.09% 123
2024
Q3 		$466K Hold
4,265
– – 0.08% 121
2024
Q2 		$470K Hold
4,265
– – 0.08% 120
2024
Q1 		$484K Sell
4,265
-98
-2% -$10.1K 0.08% 114
2023
Q4 		$425K Hold
4,363
– – 0.08% 113
2023
Q3 		$421K Sell
4,363
-557
-11% -$53K 0.09% 108
2023
Q2 		$445K Buy
4,920
+146
+3% +$12.3K 0.09% 107
2023
Q1 		$416K Sell
4,774
-163
-3% -$14.2K 0.09% 117
2022
Q4 		$474K Sell
4,937
-300
-6% -$27K 0.1% 114
2022
Q3 		$383K Hold
5,237
– – 0.09% 124
2022
Q2 		$417K Buy
5,237
+215
+4% +$19K 0.09% 125
2022
Q1 		$492K Buy
5,022
+748
+18% +$70.8K 0.1% 121
2021
Q4 		$397K Buy
4,274
+483
+13% +$45.5K 0.07% 137
2021
Q3 		$357K Hold
3,791
– – 0.07% 141
2021
Q2 		$365K Buy
3,791
+300
+9% +$28.2K 0.08% 130
2021
Q1 		$315K Sell
3,491
-1,464
-30% -$126K 0.08% 128
2020
Q4 		$398K Hold
4,955
– – 0.11% 111
2020
Q3 		$325K Buy
4,955
+1
+0% +$66 0.11% 104
2020
Q2 		$307K Buy
+4,954
New +$281K 0.11% 106

Other funds holding EMR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Live Oak Private Wealth's EMR Position: Q3 2026 in Review

Live Oak Private Wealth reduced its Emerson Electric (EMR) stake by 0.43% in Q3 2026, selling an estimated $2.86K and leaving 4,389 shares worth $681K. The position accounts for 0.08% of the portfolio, ranked #127.

Live Oak Private Wealth first reported a position in EMR in Q2 2020 and has held it in 26 quarters since. 1,436 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Live Oak Private Wealth held 4,389 shares of Emerson Electric worth $681K as of Q3 2026.
  • Live Oak Private Wealth sold 19 Emerson Electric shares in Q3 2026, an estimated $2.86K.
  • Emerson Electric made up 0.08% of Live Oak Private Wealth's portfolio in Q3 2026, its #127 holding.
  • Live Oak Private Wealth first reported a position in Emerson Electric in Q2 2020 and has held it in 26 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.