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Regent Peak Wealth Advisors’s Emerson Electric EMR Stock Holding History

Regent Peak 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 		$231K Buy
+1,616
New +$227K 0.04% 192
2021
Q1 		– Sell
-1,396
Closed -$112K – 393
2020
Q4 		$112K Buy
+1,396
New +$104K 0.04% 200

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
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

Regent Peak Wealth Advisors's EMR Position: Q2 2026 in Review

Regent Peak Wealth Advisors opened a new position in Emerson Electric (EMR) in Q2 2026: 1,616 shares worth $231K. The stake represents 0.04% of the portfolio and ranks #192 among its holdings. This is a return to the name: Regent Peak Wealth Advisors previously reported a position in EMR as recently as Q4 2020.

Regent Peak Wealth Advisors first reported a position in EMR in Q4 2020 and has held it in 2 quarters since. 542 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,616 shares of Emerson Electric worth $231K as of Q2 2026.
  • Emerson Electric was a new Regent Peak Wealth Advisors position in Q2 2026.
  • Emerson Electric made up 0.04% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #192 holding.
  • Regent Peak Wealth Advisors first reported a position in Emerson Electric in Q4 2020 and has held it in 2 quarters since.
  • 542 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.