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Sax Wealth Advisors’s Emerson Electric EMR Stock Holding History

Sax Wealth 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
Q2 		$593K Buy
+4,529
New +$638K 0.02% 308

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Sax Wealth Advisors's EMR Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Emerson Electric (EMR) in Q2 2026: 4,529 shares worth $593K. The stake represents 0.02% of the portfolio and ranks #308 among its holdings.

549 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Sax Wealth Advisors held 4,529 shares of Emerson Electric worth $593K as of Q2 2026.
  • Emerson Electric was a new Sax Wealth Advisors position in Q2 2026.
  • Emerson Electric made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #308 holding.
  • 549 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.