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Sara-Bay Financial’s Emerson Electric EMR Stock Holding History

Sara-Bay 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 		$3.39M Sell
23,691
-315
-1% -$44.3K 0.9% 18
2026
Q1 		$3.15M Sell
24,006
-58
-0.2% -$8.34K 0.95% 17
2025
Q4 		$3.26M Buy
24,064
+5
+0% +$663 0.97% 14
2025
Q3 		$3.16M Sell
24,059
-81
-0.3% -$11K 0.88% 13
2025
Q2 		$3.22M Sell
24,140
-431
-2% -$49.4K 1.15% 11
2025
Q1 		$2.67M Buy
24,571
+412
+2% +$49.7K 1.18% 13
2024
Q4 		$3M Buy
24,159
+13
+0.1% +$1.58K 1.11% 13
2024
Q3 		$2.64M Buy
24,146
+357
+2% +$38.4K 0.96% 18
2024
Q2 		$2.62M Buy
23,789
+131
+0.6% +$14.5K 1.06% 14
2024
Q1 		$2.69M Buy
23,658
+2,000
+9% +$205K 1.2% 15
2023
Q4 		$2.11M Buy
21,658
+299
+1% +$27.4K 1.03% 15
2023
Q3 		$2.06M Buy
21,359
+15,724
+279% +$1.5M 1.05% 15
2023
Q2 		$509K Buy
5,635
+123
+2% +$10.4K 0.25% 49
2023
Q1 		$480K Sell
5,512
-83
-1% -$7.25K 0.24% 47
2022
Q4 		$537K Buy
5,595
+21
+0.4% +$1.89K 0.3% 41
2022
Q3 		$408K Buy
5,574
+88
+2% +$7.31K 0.23% 51
2022
Q2 		$438K Sell
5,486
-102
-2% -$8.99K 0.21% 54
2022
Q1 		$548K Hold
5,588
– – 0.22% 47
2021
Q4 		$520K Sell
5,588
-27
-0.5% -$2.54K 0.16% 51
2021
Q3 		$529K Hold
5,615
– – 0.21% 44
2021
Q2 		$541K Buy
5,615
+24
+0.4% +$2.26K 0.2% 45
2021
Q1 		$502K Buy
5,591
+677
+14% +$58.2K 0.2% 46
2020
Q4 		$395K Buy
4,914
+96
+2% +$7.14K 0.18% 56
2020
Q3 		$316K Sell
4,818
-124
-3% -$8.17K 0.17% 58
2020
Q2 		$304K Buy
+4,942
New +$281K 0.17% 57

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

Sara-Bay Financial's EMR Position: Q2 2026 in Review

Sara-Bay Financial reduced its Emerson Electric (EMR) stake by 1.3% in Q2 2026, selling an estimated $44.3K and leaving 23,691 shares worth $3.39M. The position accounts for 0.9% of the portfolio, ranked #18.

Sara-Bay Financial first reported a position in EMR in Q2 2020 and has held it in 25 quarters since. 746 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Sara-Bay Financial held 23,691 shares of Emerson Electric worth $3.39M as of Q2 2026.
  • Sara-Bay Financial sold 315 Emerson Electric shares in Q2 2026, an estimated $44.3K.
  • Emerson Electric made up 0.9% of Sara-Bay Financial's portfolio in Q2 2026, its #18 holding.
  • Sara-Bay Financial first reported a position in Emerson Electric in Q2 2020 and has held it in 25 quarters since.
  • 746 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.