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Physician Wealth Advisors’s Emerson Electric EMR Stock Holding History

Physician Wealth Advisors’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 		$103K Buy
721
+39
+6% +$5.49K 0.01% 305
2026
Q1 		$89.4K Buy
682
+82
+14% +$11.8K 0.01% 302
2025
Q4 		$79.6K Buy
600
+20
+3% +$2.65K 0.01% 307
2025
Q3 		$76.1K Buy
580
+93
+19% +$12.7K 0.01% 307
2025
Q2 		$64.9K Buy
487
+16
+3% +$1.84K 0.01% 312
2025
Q1 		$51.6K Hold
471
– – 0.01% 331
2024
Q4 		$58.4K Buy
+471
New +$57.1K 0.01% 321

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
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Physician Wealth Advisors's EMR Position: Q2 2026 in Review

Physician Wealth Advisors increased its Emerson Electric (EMR) stake by 5.7% in Q2 2026, buying an estimated $5.49K and bringing the position to 721 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #305.

Physician Wealth Advisors first reported a position in EMR in Q4 2024 and has held it in 7 quarters since. 475 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Physician Wealth Advisors held 721 shares of Emerson Electric worth $103K as of Q2 2026.
  • Physician Wealth Advisors bought 39 Emerson Electric shares in Q2 2026, an estimated $5.49K.
  • Emerson Electric made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #305 holding.
  • Physician Wealth Advisors first reported a position in Emerson Electric in Q4 2024 and has held it in 7 quarters since.
  • 475 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

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