Processus Wealth & Capital Management’s Emerson Electric EMR Stock Holding History

Processus Wealth & Capital 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 Q3	$2.84M	Sell	18,281 -315	-2%	-$47.4K	1.65%	23
2026 Q2	$2.66M	Sell	18,596 -387	-2%	-$54.5K	1.58%	25
2026 Q1	$2.49M	Sell	18,983 -6	-0%	-$863	1.69%	25
2025 Q4	$2.52M	Buy	18,989 +629	+3%	+$83.4K	1.66%	23
2025 Q3	$2.41M	Buy	18,360 +401	+2%	+$54.7K	1.73%	24
2025 Q2	$2.39M	Buy	17,959 +1,650	+10%	+$189K	1.89%	24
2025 Q1	$1.79M	Buy	16,309 +276	+2%	+$33.3K	1.52%	26
2024 Q4	$1.99M	Sell	16,033 -68	-0.4%	-$8.25K	1.58%	24
2024 Q3	$1.76M	Buy	16,101 +1,337	+9%	+$144K	1.45%	27
2024 Q2	$1.63M	Buy	14,764 +636	+5%	+$70.3K	1.35%	27
2024 Q1	$1.6M	Buy	14,128 +2,249	+19%	+$231K	1.42%	27
2023 Q4	$1.16M	Buy	+11,879	New	+$1.09M	1.16%	32

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

Processus Wealth & Capital Management's EMR Position: Q3 2026 in Review

Processus Wealth & Capital Management reduced its Emerson Electric (EMR) stake by 1.7% in Q3 2026, selling an estimated $47.4K and leaving 18,281 shares worth $2.84M. The position accounts for 1.65% of the portfolio, ranked #23.

Processus Wealth & Capital Management first reported a position in EMR in Q4 2023 and has held it in 12 quarters since. 779 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

Processus Wealth & Capital Management held 18,281 shares of Emerson Electric worth $2.84M as of Q3 2026.
Processus Wealth & Capital Management sold 315 Emerson Electric shares in Q3 2026, an estimated $47.4K.
Emerson Electric made up 1.65% of Processus Wealth & Capital Management's portfolio in Q3 2026, its #23 holding.
Processus Wealth & Capital Management first reported a position in Emerson Electric in Q4 2023 and has held it in 12 quarters since.
779 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.