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Roxbury Financial’s Emerson Electric EMR Stock Holding History

Roxbury Financial’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 		$463K Sell
3,231
-23
-0.7% -$3.24K 0.37% 62
2026
Q1 		$426K Sell
3,254
-1
-0% -$144 0.38% 59
2025
Q4 		$432K Sell
3,255
-6
-0.2% -$796 0.39% 57
2025
Q3 		$428K Buy
3,261
+4
+0.1% +$545 0.4% 59
2025
Q2 		$434K Sell
3,257
-30
-0.9% -$3.44K 0.42% 56
2025
Q1 		$400K Sell
3,287
-14
-0.4% -$1.69K 0.39% 59
2024
Q4 		$438K Buy
+3,301
New +$400K 0.42% 56

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
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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Roxbury Financial's EMR Position: Q2 2026 in Review

Roxbury Financial reduced its Emerson Electric (EMR) stake by 0.71% in Q2 2026, selling an estimated $3.24K and leaving 3,231 shares worth $463K. The position accounts for 0.37% of the portfolio, ranked #62.

Roxbury Financial first reported a position in EMR in Q4 2024 and has held it in 7 quarters since. 746 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Roxbury Financial held 3,231 shares of Emerson Electric worth $463K as of Q2 2026.
  • Roxbury Financial sold 23 Emerson Electric shares in Q2 2026, an estimated $3.24K.
  • Emerson Electric made up 0.37% of Roxbury Financial's portfolio in Q2 2026, its #62 holding.
  • Roxbury Financial first reported a position in Emerson Electric in Q4 2024 and has held it in 7 quarters since.
  • 746 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.