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Mission Wealth Management’s Emerson Electric EMR Stock Holding History

Mission 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 		$1.92M Buy
13,386
+11,224
+519% +$1.58M 0.02% 322
2026
Q1 		$283K Sell
2,162
-48
-2% -$6.9K 0.01% 624
2025
Q4 		$293K Sell
2,210
-14
-0.6% -$1.86K 0.01% 619
2025
Q3 		$292K Sell
2,224
-53
-2% -$7.23K 0.01% 602
2025
Q2 		$304K Buy
2,277
+176
+8% +$20.2K 0.01% 578
2025
Q1 		$230K Buy
2,101
+473
+29% +$57K 0.01% 611
2024
Q4 		$202K Sell
1,628
-430
-21% -$52.2K ﹤0.01% 627
2024
Q3 		$225K Buy
2,058
+149
+8% +$16K 0.01% 608
2024
Q2 		$210K Sell
1,909
-430
-18% -$47.5K 0.01% 604
2024
Q1 		$265K Sell
2,339
-1,190
-34% -$122K 0.01% 579
2023
Q4 		$344K Buy
3,529
+1,129
+47% +$103K 0.01% 449
2023
Q3 		$232K Buy
2,400
+53
+2% +$5.05K 0.01% 493
2023
Q2 		$212K Buy
+2,347
New +$198K 0.01% 509
2022
Q3 		– Sell
-3,688
Closed -$293K – 524
2022
Q2 		$293K Buy
3,688
+199
+6% +$17.5K 0.02% 394
2022
Q1 		$342K Sell
3,489
-95
-3% -$8.99K 0.02% 386
2021
Q4 		$333K Sell
3,584
-35
-1% -$3.3K 0.02% 407
2021
Q3 		$341K Sell
3,619
-692
-16% -$69K 0.02% 380
2021
Q2 		$415K Buy
4,311
+765
+22% +$71.9K 0.02% 326
2021
Q1 		$320K Sell
3,546
-55
-2% -$4.73K 0.02% 351
2020
Q4 		$289K Buy
+3,601
New +$268K 0.02% 342
2020
Q1 		– Sell
-2,913
Closed -$222K – 315
2019
Q4 		$222K Buy
+2,913
New +$210K 0.02% 309
2019
Q2 		– Sell
-3,697
Closed -$253K – 323
2019
Q1 		$253K Sell
3,697
-243
-6% -$16K 0.03% 260
2018
Q4 		$235K Buy
3,940
+82
+2% +$5.53K 0.03% 232
2018
Q3 		$295K Buy
3,858
+358
+10% +$26.4K 0.04% 217
2018
Q2 		$242K Sell
3,500
-86
-2% -$6.04K 0.04% 222
2018
Q1 		$245K Sell
3,586
-986
-22% -$70.2K 0.04% 189
2017
Q4 		$319K Buy
+4,572
New +$296K 0.05% 143

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 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
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

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

Mission Wealth Management increased its Emerson Electric (EMR) stake by 519% in Q2 2026, buying an estimated $1.58M and bringing the position to 13,386 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #322.

Mission Wealth Management first reported a position in EMR in Q4 2017 and has held it in 27 quarters since. 563 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Mission Wealth Management held 13,386 shares of Emerson Electric worth $1.92M as of Q2 2026.
  • Mission Wealth Management bought 11,224 Emerson Electric shares in Q2 2026, an estimated $1.58M.
  • Emerson Electric made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #322 holding.
  • Mission Wealth Management first reported a position in Emerson Electric in Q4 2017 and has held it in 27 quarters since.
  • 563 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.