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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
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

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Processus Wealth & Capital Management's EMR Position: Q2 2026 in Review

Processus Wealth & Capital Management reduced its Emerson Electric (EMR) stake by 2% in Q2 2026, selling an estimated $54.5K and leaving 18,596 shares worth $2.66M. The position accounts for 1.58% of the portfolio, ranked #25.

Processus Wealth & Capital Management first reported a position in EMR in Q4 2023 and has held it in 11 quarters since. 679 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Processus Wealth & Capital Management held 18,596 shares of Emerson Electric worth $2.66M as of Q2 2026.
  • Processus Wealth & Capital Management sold 387 Emerson Electric shares in Q2 2026, an estimated $54.5K.
  • Emerson Electric made up 1.58% of Processus Wealth & Capital Management's portfolio in Q2 2026, its #25 holding.
  • Processus Wealth & Capital Management first reported a position in Emerson Electric in Q4 2023 and has held it in 11 quarters since.
  • 679 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.