Plan Group Financial’s Emerson Electric EMR Stock Holding History

Plan Group Financial’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 Q3	$376K	Sell	2,342 -371	-14%	-$55.8K	0.07%	155
2026 Q2	$388K	Sell	2,713 -1,297	-32%	-$183K	0.08%	142
2026 Q1	$525K	Sell	4,010 -608	-13%	-$87.4K	0.12%	122
2025 Q4	$613K	Sell	4,618 -1,537	-25%	-$204K	0.16%	109
2025 Q3	$807K	Buy	6,155 +205	+3%	+$28K	0.22%	97
2025 Q2	$793K	Buy	5,950 +1,251	+27%	+$144K	0.26%	91
2025 Q1	$515K	Buy	4,699 +1,651	+54%	+$199K	0.18%	97
2024 Q4	$378K	Buy	3,048 +145	+5%	+$17.6K	0.2%	80
2024 Q3	$317K	Buy	+2,903	New	+$312K	0.17%	87

Other funds holding EMR

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Plan Group Financial's EMR Position: Q3 2026 in Review

Plan Group Financial reduced its Emerson Electric (EMR) stake by 14% in Q3 2026, selling an estimated $55.8K and leaving 2,342 shares worth $376K. The position accounts for 0.07% of the portfolio, ranked #155.

Plan Group Financial first reported a position in EMR in Q3 2024 and has held it in 9 quarters since. The position peaked at $807K in Q3 2025. 779 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

Plan Group Financial held 2,342 shares of Emerson Electric worth $376K as of Q3 2026.
Plan Group Financial sold 371 Emerson Electric shares in Q3 2026, an estimated $55.8K.
Emerson Electric made up 0.07% of Plan Group Financial's portfolio in Q3 2026, its #155 holding.
Plan Group Financial first reported a position in Emerson Electric in Q3 2024 and has held it in 9 quarters since.
Plan Group Financial's Emerson Electric position peaked at $807K in Q3 2025.
779 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.