Roxbury Financial
EMR icon

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
Q3 		$501K Buy
3,233
+2
+0.1% +$301 0.38% 59
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

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

Roxbury Financial's EMR Position: Q3 2026 in Review

Roxbury Financial increased its Emerson Electric (EMR) stake by 0.06% in Q3 2026, buying an estimated $301 and bringing the position to 3,233 shares worth $501K. The position accounts for 0.38% of the portfolio, ranked #59.

Roxbury Financial first reported a position in EMR in Q4 2024 and has held it in 8 quarters since. 1,239 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Roxbury Financial held 3,233 shares of Emerson Electric worth $501K as of Q3 2026.
  • Roxbury Financial bought 2 Emerson Electric shares in Q3 2026, an estimated $301.
  • Emerson Electric made up 0.38% of Roxbury Financial's portfolio in Q3 2026, its #59 holding.
  • Roxbury Financial first reported a position in Emerson Electric in Q4 2024 and has held it in 8 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.