Richardson Financial Services’s Emerson Electric EMR Stock Holding History

Richardson Financial Services’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	$28.7K	Hold	185	–	–	0.02%	396
2026 Q2	$26.5K	Sell	185 -60	-24%	-$8.45K	0.02%	397
2026 Q1	$32.1K	Buy	245 +85	+53%	+$12.2K	0.02%	369
2025 Q4	$21.3K	Buy	160 +75	+88%	+$9.9K	0.01%	398
2025 Q3	$11.2K	Buy	85 +72	+554%	+$9.8K	0.01%	430
2025 Q2	$1.76K	Hold	13	–	–	﹤0.01%	483
2025 Q1	$1.42K	Hold	13	–	–	﹤0.01%	490
2024 Q4	$1.62K	Sell	13 -120	-90%	-$14.6K	﹤0.01%	495
2024 Q3	$14.7K	Hold	133	–	–	0.01%	371
2024 Q2	$14.7K	Sell	133 -45	-25%	-$4.98K	0.01%	349
2024 Q1	$20.2K	Sell	178 -2,102	-92%	-$216K	0.01%	347
2023 Q4	$222K	Buy	+2,280	New	+$209K	0.19%	119

Other funds holding EMR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Richardson Financial Services's EMR Position: Q3 2026 in Review

Richardson Financial Services held its Emerson Electric (EMR) position steady in Q3 2026 at 185 shares worth $28.7K. The position accounts for 0.02% of the portfolio, ranked #396.

Richardson Financial Services first reported a position in EMR in Q4 2023 and has held it in 12 quarters since. The position peaked at $222K in Q4 2023. 1,582 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

Richardson Financial Services held 185 shares of Emerson Electric worth $28.7K as of Q3 2026.
Richardson Financial Services left its Emerson Electric share count unchanged in Q3 2026.
Emerson Electric made up 0.02% of Richardson Financial Services's portfolio in Q3 2026, its #396 holding.
Richardson Financial Services first reported a position in Emerson Electric in Q4 2023 and has held it in 12 quarters since.
Richardson Financial Services's Emerson Electric position peaked at $222K in Q4 2023.
1,582 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.