RKL Wealth Management
EMR icon

RKL Wealth Management’s Emerson Electric EMR Stock Holding History

RKL Wealth 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 		$603K Sell
3,887
-204
-5% -$30.7K 0.05% 122
2026
Q2 		$586K Buy
4,091
+23
+0.6% +$3.24K 0.05% 126
2026
Q1 		$533K Sell
4,068
-128
-3% -$18.4K 0.05% 124
2025
Q4 		$557K Sell
4,196
-328
-7% -$43.5K 0.05% 124
2025
Q3 		$593K Buy
4,524
+4
+0.1% +$545 0.05% 118
2025
Q2 		$603K Sell
4,520
-21
-0.5% -$2.41K 0.05% 119
2025
Q1 		$498K Sell
4,541
-110
-2% -$13.3K 0.05% 122
2024
Q4 		$576K Buy
+4,651
New +$564K 0.05% 116

Other funds holding EMR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

RKL Wealth Management's EMR Position: Q3 2026 in Review

RKL Wealth Management reduced its Emerson Electric (EMR) stake by 5% in Q3 2026, selling an estimated $30.7K and leaving 3,887 shares worth $603K. The position accounts for 0.05% of the portfolio, ranked #122.

RKL Wealth Management first reported a position in EMR in Q4 2024 and has held it in 8 quarters since. 1,532 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • RKL Wealth Management held 3,887 shares of Emerson Electric worth $603K as of Q3 2026.
  • RKL Wealth Management sold 204 Emerson Electric shares in Q3 2026, an estimated $30.7K.
  • Emerson Electric made up 0.05% of RKL Wealth Management's portfolio in Q3 2026, its #122 holding.
  • RKL Wealth Management first reported a position in Emerson Electric in Q4 2024 and has held it in 8 quarters since.
  • 1,532 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

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