LVZ Inc’s Emerson Electric EMR Stock Holding History

LVZ Inc’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	$440K	Sell	2,836 -8	-0.3%	-$1.2K	0.05%	114
2026 Q2	$407K	Buy	2,844 +4	+0.1%	+$563	0.04%	122
2026 Q1	$372K	Buy	2,840 +7	+0.2%	+$1.01K	0.04%	112
2025 Q4	$376K	Buy	2,833 +8	+0.3%	+$1.06K	0.04%	118
2025 Q3	$371K	Buy	2,825 +96	+4%	+$13.1K	0.04%	114
2025 Q2	$364K	Hold	2,729	–	–	0.04%	109
2025 Q1	$299K	Hold	2,729	–	–	0.04%	115
2024 Q4	$338K	Hold	2,729	–	–	0.04%	109
2024 Q3	$298K	Hold	2,729	–	–	0.04%	112
2024 Q2	$301K	Hold	2,729	–	–	0.04%	100
2024 Q1	$310K	Hold	2,729	–	–	0.04%	97
2023 Q4	$266K	Hold	2,729	–	–	0.04%	111
2023 Q3	$264K	Hold	2,729	–	–	0.04%	88
2023 Q2	$247K	Hold	2,729	–	–	0.03%	125
2023 Q1	$238K	Hold	2,729	–	–	0.03%	125
2022 Q4	$262K	Buy	+2,729	New	+$245K	0.04%	112

Other funds holding EMR

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

LVZ Inc's EMR Position: Q3 2026 in Review

LVZ Inc reduced its Emerson Electric (EMR) stake by 0.28% in Q3 2026, selling an estimated $1.2K and leaving 2,836 shares worth $440K. The position accounts for 0.05% of the portfolio, ranked #114.

LVZ Inc first reported a position in EMR in Q4 2022 and has held it in 16 quarters since. 668 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

LVZ Inc held 2,836 shares of Emerson Electric worth $440K as of Q3 2026.
LVZ Inc sold 8 Emerson Electric shares in Q3 2026, an estimated $1.2K.
Emerson Electric made up 0.05% of LVZ Inc's portfolio in Q3 2026, its #114 holding.
LVZ Inc first reported a position in Emerson Electric in Q4 2022 and has held it in 16 quarters since.
668 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.