Root Financial Partners
EMR icon

Root Financial Partners’s Emerson Electric EMR Stock Holding History

Root Financial Partners’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 		$404K Buy
2,607
+504
+24% +$75.8K 0.01% 262
2026
Q2 		$301K Buy
2,103
+4
+0.2% +$563 0.01% 282
2026
Q1 		$275K Sell
2,099
-128
-6% -$18.4K 0.01% 266
2025
Q4 		$296K Buy
2,227
+78
+4% +$10.3K 0.02% 228
2025
Q3 		$282K Buy
2,149
+364
+20% +$49.6K 0.02% 220
2025
Q2 		$238K Buy
+1,785
New +$205K 0.02% 217

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Root Financial Partners's EMR Position: Q3 2026 in Review

Root Financial Partners increased its Emerson Electric (EMR) stake by 24% in Q3 2026, buying an estimated $75.8K and bringing the position to 2,607 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #262.

Root Financial Partners first reported a position in EMR in Q2 2025 and has held it in 6 quarters since. 1,026 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Root Financial Partners held 2,607 shares of Emerson Electric worth $404K as of Q3 2026.
  • Root Financial Partners bought 504 Emerson Electric shares in Q3 2026, an estimated $75.8K.
  • Emerson Electric made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #262 holding.
  • Root Financial Partners first reported a position in Emerson Electric in Q2 2025 and has held it in 6 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.