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Petros Family Wealth’s Emerson Electric EMR Stock Holding History

Petros Family Wealth’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 		$1.48M Buy
10,351
+424
+4% +$59.7K 0.91% 32
2026
Q1 		$1.3M Sell
9,927
-2,333
-19% -$335K 0.93% 33
2025
Q4 		$1.63M Buy
12,260
+2,669
+28% +$354K 1.08% 21
2025
Q3 		$1.26M Buy
9,591
+272
+3% +$37.1K 1.05% 24
2025
Q2 		$1.24M Buy
9,319
+80
+0.9% +$9.18K 1.13% 22
2025
Q1 		$1.01M Buy
9,239
+542
+6% +$65.3K 1.12% 23
2024
Q4 		$1.08M Buy
+8,697
New +$1.05M 1.16% 21

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Petros Family Wealth's EMR Position: Q2 2026 in Review

Petros Family Wealth increased its Emerson Electric (EMR) stake by 4.3% in Q2 2026, buying an estimated $59.7K and bringing the position to 10,351 shares worth $1.48M. The position accounts for 0.91% of the portfolio, ranked #32.

Petros Family Wealth first reported a position in EMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q4 2025. 814 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Petros Family Wealth held 10,351 shares of Emerson Electric worth $1.48M as of Q2 2026.
  • Petros Family Wealth bought 424 Emerson Electric shares in Q2 2026, an estimated $59.7K.
  • Emerson Electric made up 0.91% of Petros Family Wealth's portfolio in Q2 2026, its #32 holding.
  • Petros Family Wealth first reported a position in Emerson Electric in Q4 2024 and has held it in 7 quarters since.
  • Petros Family Wealth's Emerson Electric position peaked at $1.63M in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.