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MinichMacGregor Wealth Management’s Emerson Electric EMR Stock Holding History

MinichMacGregor Wealth Management’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 		$267K Hold
1,862
– – 0.04% 124
2026
Q1 		$244K Sell
1,862
-180
-9% -$25.9K 0.04% 111
2025
Q4 		$271K Sell
2,042
-53
-3% -$7.03K 0.05% 109
2025
Q3 		$275K Buy
2,095
+7
+0.3% +$954 0.05% 114
2025
Q2 		$278K Sell
2,088
-239
-10% -$27.4K 0.06% 101
2025
Q1 		$255K Buy
2,327
+365
+19% +$44K 0.06% 108
2024
Q4 		$243K Hold
1,962
– – 0.05% 108
2024
Q3 		$215K Buy
1,962
+16
+0.8% +$1.72K 0.05% 109
2024
Q2 		$214K Hold
1,946
– – 0.05% 97
2024
Q1 		$221K Buy
+1,946
New +$200K 0.06% 98
2023
Q1 		– Sell
-1,827
Closed -$176K – 248
2022
Q4 		$176K Buy
+1,827
New +$164K 0.06% 86
2018
Q4 		– Sell
-1,776
Closed -$137K – 208
2018
Q3 		$137K Sell
1,776
-26
-1% -$1.92K 0.09% 60
2018
Q2 		$125K Hold
1,802
– – 0.09% 62
2018
Q1 		$123K Hold
1,802
– – 0.1% 58
2017
Q4 		$125K Hold
1,802
– – 0.1% 56
2017
Q3 		$113K Hold
1,802
– – 0.09% 61
2017
Q2 		$107K Sell
1,802
-2
-0.1% -$119 0.09% 58
2017
Q1 		$107K Hold
1,804
– – 0.1% 59
2016
Q4 		$100K Hold
1,804
– – 0.09% 66
2016
Q3 		$98K Hold
1,804
– – 0.09% 66
2016
Q2 		$94K Hold
1,804
– – 0.09% 70
2016
Q1 		$98K Buy
1,804
+1,680
+1,355% +$81K 0.09% 65
2015
Q4 		$7K Buy
+124
New +$5.9K 0.01% 267

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

MinichMacGregor Wealth Management's EMR Position: Q2 2026 in Review

MinichMacGregor Wealth Management held its Emerson Electric (EMR) position steady in Q2 2026 at 1,862 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #124.

MinichMacGregor Wealth Management first reported a position in EMR in Q4 2015 and has held it in 23 quarters since. The position peaked at $278K in Q2 2025. 1,018 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • MinichMacGregor Wealth Management held 1,862 shares of Emerson Electric worth $267K as of Q2 2026.
  • MinichMacGregor Wealth Management left its Emerson Electric share count unchanged in Q2 2026.
  • Emerson Electric made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #124 holding.
  • MinichMacGregor Wealth Management first reported a position in Emerson Electric in Q4 2015 and has held it in 23 quarters since.
  • MinichMacGregor Wealth Management's Emerson Electric position peaked at $278K in Q2 2025.
  • 1,018 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.