Sage Mountain Advisors’s Emerson Electric EMR Stock Holding History

Sage Mountain Advisors’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	$383K	Buy	2,473 +967	+64%	+$146K	0.02%	158
2026 Q2	$216K	Sell	1,506 -87	-5%	-$12.2K	0.01%	210
2026 Q1	$209K	Sell	1,593 -819	-34%	-$118K	0.01%	199
2025 Q4	$320K	Buy	+2,412	New	+$320K	0.02%	372
2025 Q3	–	Sell	-4,631	Closed	-$617K	–	556
2025 Q2	$617K	Buy	4,631 +1,164	+34%	+$134K	0.04%	208
2025 Q1	$380K	Sell	3,467 -83	-2%	-$10K	0.03%	265
2024 Q4	$440K	Buy	3,550 +481	+16%	+$58.3K	0.03%	233
2024 Q3	$336K	Sell	3,069 -139	-4%	-$15K	0.03%	262
2024 Q2	$353K	Buy	3,208 +39	+1%	+$4.31K	0.03%	225
2024 Q1	$359K	Buy	+3,169	New	+$326K	0.04%	211
2021 Q2	–	Sell	-3,130	Closed	-$282K	–	526
2021 Q1	$282K	Buy	+3,130	New	+$269K	0.06%	243

Other funds holding EMR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Sage Mountain Advisors's EMR Position: Q3 2026 in Review

Sage Mountain Advisors increased its Emerson Electric (EMR) stake by 64% in Q3 2026, buying an estimated $146K and bringing the position to 2,473 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #158.

Sage Mountain Advisors first reported a position in EMR in Q1 2021 and has held it in 11 quarters since. The position peaked at $617K in Q2 2025. 1,846 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

Sage Mountain Advisors held 2,473 shares of Emerson Electric worth $383K as of Q3 2026.
Sage Mountain Advisors bought 967 Emerson Electric shares in Q3 2026, an estimated $146K.
Emerson Electric made up 0.02% of Sage Mountain Advisors's portfolio in Q3 2026, its #158 holding.
Sage Mountain Advisors first reported a position in Emerson Electric in Q1 2021 and has held it in 11 quarters since.
Sage Mountain Advisors's Emerson Electric position peaked at $617K in Q2 2025.
1,846 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.