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Optas LLC’s Emerson Electric EMR Stock Holding History

Optas LLC’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 		$552K Buy
3,857
+118
+3% +$16.6K 0.08% 162
2026
Q1 		$490K Buy
3,739
+488
+15% +$70.2K 0.07% 167
2025
Q4 		$431K Sell
3,251
-1,433
-31% -$190K 0.07% 204
2025
Q3 		$614K Buy
4,684
+1,900
+68% +$259K 0.1% 119
2025
Q2 		$371K Buy
2,784
+653
+31% +$74.9K 0.07% 180
2025
Q1 		$234K Sell
2,131
-137
-6% -$16.5K 0.04% 249
2024
Q4 		$281K Buy
2,268
+305
+16% +$37K 0.06% 191
2024
Q3 		$215K Buy
+1,963
New +$211K 0.05% 215

Other funds holding EMR

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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

Optas LLC's EMR Position: Q2 2026 in Review

Optas LLC increased its Emerson Electric (EMR) stake by 3.2% in Q2 2026, buying an estimated $16.6K and bringing the position to 3,857 shares worth $552K. The position accounts for 0.08% of the portfolio, ranked #162.

Optas LLC first reported a position in EMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $614K in Q3 2025. 1,219 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Optas LLC held 3,857 shares of Emerson Electric worth $552K as of Q2 2026.
  • Optas LLC bought 118 Emerson Electric shares in Q2 2026, an estimated $16.6K.
  • Emerson Electric made up 0.08% of Optas LLC's portfolio in Q2 2026, its #162 holding.
  • Optas LLC first reported a position in Emerson Electric in Q3 2024 and has held it in 8 quarters since.
  • Optas LLC's Emerson Electric position peaked at $614K in Q3 2025.
  • 1,219 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.