Martel Wealth Advisors’s Emerson Electric EMR Stock Holding History

Martel Wealth 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 Q2	–	Sell	-3,000	Closed	-$393K	–	67
2026 Q1	$393K	Hold	3,000	–	–	0.07%	55
2025 Q4	$398K	Hold	3,000	–	–	0.07%	50
2025 Q3	$394K	Hold	3,000	–	–	0.07%	49
2025 Q2	$400K	Hold	3,000	–	–	0.07%	49
2025 Q1	$329K	Hold	3,000	–	–	0.07%	50
2024 Q4	$372K	Buy	+3,000	New	+$364K	0.07%	52

Other funds holding EMR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Martel Wealth Advisors's EMR Position: Q2 2026 in Review

Martel Wealth Advisors sold out of Emerson Electric (EMR) in Q2 2026, closing a stake of 3,000 shares — an estimated $393K sold.

Martel Wealth Advisors first reported a position in EMR in Q4 2024 and held it in 6 quarters. The position peaked at $400K in Q2 2025. 413 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Martel Wealth Advisors reported no remaining Emerson Electric position as of Q2 2026 after selling out during the quarter.
Martel Wealth Advisors sold 3,000 Emerson Electric shares in Q2 2026, an estimated $393K.
Martel Wealth Advisors first reported a position in Emerson Electric in Q4 2024 and held it in 6 quarters.
Martel Wealth Advisors's Emerson Electric position peaked at $400K in Q2 2025.
413 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.