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Morningstar Investment Management’s Emerson Electric EMR Stock Holding History

Morningstar Investment 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 		$7.16M Hold
54,671
– – 0.44% 45
2026
Q1 		$7.16M Sell
54,671
-31,593
-37% -$4.54M 0.44% 45
2025
Q4 		$11.4M Sell
86,264
-1,064
-1% -$141K 0.68% 24
2025
Q3 		$11.5M Buy
87,328
+80,739
+1,225% +$11M 0.42% 45
2025
Q2 		$879K Buy
+6,589
New +$756K 0.08% 76
2025
Q1 		– Sell
-9,055
Closed -$1.12M – 123
2024
Q4 		$1.12M Sell
9,055
-1,050
-10% -$127K 0.09% 63
2024
Q3 		$1.14M Sell
10,105
-78
-0.8% -$8.39K 0.11% 76
2024
Q2 		$1.12M Sell
10,183
-829
-8% -$91.7K 0.12% 74
2024
Q1 		$1.25M Hold
11,012
– – 0.14% 71
2023
Q4 		$1.07M Buy
11,012
+136
+1% +$12.5K 0.12% 78
2023
Q3 		$1.05M Sell
10,876
-531
-5% -$50.6K 0.14% 56
2023
Q2 		$1.03M Buy
11,407
+6,244
+121% +$526K 0.14% 59
2023
Q1 		$450K Buy
5,163
+779
+18% +$68.1K 0.07% 59
2022
Q4 		$421K Buy
+4,384
New +$394K 0.07% 61

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

Morningstar Investment Management's EMR Position: Q2 2026 in Review

Morningstar Investment Management held its Emerson Electric (EMR) position steady in Q2 2026 at 54,671 shares worth $7.16M. The position accounts for 0.44% of the portfolio, ranked #45.

Morningstar Investment Management first reported a position in EMR in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.5M in Q3 2025. 913 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Morningstar Investment Management held 54,671 shares of Emerson Electric worth $7.16M as of Q2 2026.
  • Morningstar Investment Management left its Emerson Electric share count unchanged in Q2 2026.
  • Emerson Electric made up 0.44% of Morningstar Investment Management's portfolio in Q2 2026, its #45 holding.
  • Morningstar Investment Management first reported a position in Emerson Electric in Q4 2022 and has held it in 14 quarters since.
  • Morningstar Investment Management's Emerson Electric position peaked at $11.5M in Q3 2025.
  • 913 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.