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Robertson Stephens Wealth Management’s Emerson Electric EMR Stock Holding History

Robertson Stephens 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
Q2 		$917K Sell
6,403
-899
-12% -$127K 0.02% 331
2026
Q1 		$957K Sell
7,302
-928
-11% -$133K 0.03% 308
2025
Q4 		$1.09M Buy
8,230
+190
+2% +$25.2K 0.03% 283
2025
Q3 		$1.05M Sell
8,040
-802
-9% -$109K 0.03% 248
2025
Q2 		$1.18M Buy
8,842
+3,655
+70% +$419K 0.04% 246
2025
Q1 		$569K Sell
5,187
-104
-2% -$12.5K 0.02% 349
2024
Q4 		$656K Sell
5,291
-375
-7% -$45.5K 0.02% 319
2024
Q3 		$620K Sell
5,666
-318
-5% -$34.2K 0.02% 362
2024
Q2 		$659K Sell
5,984
-805
-12% -$89K 0.03% 285
2024
Q1 		$770K Sell
6,789
-732
-10% -$75.2K 0.04% 274
2023
Q4 		$732K Sell
7,521
-2,606
-26% -$239K 0.04% 254
2023
Q3 		$978K Sell
10,127
-3,217
-24% -$306K 0.07% 212
2023
Q2 		$1.21M Sell
13,344
-1,865
-12% -$157K 0.09% 174
2023
Q1 		$1.33M Buy
15,209
+52
+0.3% +$4.54K 0.1% 168
2022
Q4 		$1.46M Buy
15,157
+320
+2% +$28.8K 0.14% 136
2022
Q3 		$1.09M Sell
14,837
-4,263
-22% -$354K 0.11% 144
2022
Q2 		$1.52M Sell
19,100
-508
-3% -$44.8K 0.14% 122
2022
Q1 		$1.92M Buy
19,608
+703
+4% +$66.6K 0.16% 115
2021
Q4 		$1.76M Buy
+18,905
New +$1.78M 0.15% 123

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Robertson Stephens Wealth Management's EMR Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Emerson Electric (EMR) stake by 12% in Q2 2026, selling an estimated $127K and leaving 6,403 shares worth $917K. The position accounts for 0.02% of the portfolio, ranked #331.

Robertson Stephens Wealth Management first reported a position in EMR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.92M in Q1 2022. 1,079 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Robertson Stephens Wealth Management held 6,403 shares of Emerson Electric worth $917K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 899 Emerson Electric shares in Q2 2026, an estimated $127K.
  • Emerson Electric made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #331 holding.
  • Robertson Stephens Wealth Management first reported a position in Emerson Electric in Q4 2021 and has held it in 19 quarters since.
  • Robertson Stephens Wealth Management's Emerson Electric position peaked at $1.92M in Q1 2022.
  • 1,079 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.