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Segment Wealth Management’s Emerson Electric EMR Stock Holding History

Segment Wealth Management’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 		$1.14M Sell
7,984
-40
-0.5% -$5.63K 0.06% 164
2026
Q1 		$1.05M Buy
8,024
+145
+2% +$20.9K 0.06% 160
2025
Q4 		$1.05M Buy
7,879
+3
+0% +$398 0.06% 165
2025
Q3 		$1.03M Hold
7,876
– – 0.06% 166
2025
Q2 		$1.05M Hold
7,876
– – 0.07% 157
2025
Q1 		$864K Buy
7,876
+1,783
+29% +$215K 0.06% 161
2024
Q4 		$755K Buy
6,093
+51
+0.8% +$6.19K 0.05% 169
2024
Q3 		$661K Sell
6,042
-51
-0.8% -$5.49K 0.05% 172
2024
Q2 		$671K Hold
6,093
– – 0.05% 167
2024
Q1 		$691K Buy
6,093
+197
+3% +$20.2K 0.05% 171
2023
Q4 		$574K Buy
+5,896
New +$540K 0.05% 170
2018
Q4 		– Sell
-2,756
Closed -$211K – 193
2018
Q3 		$211K Buy
+2,756
New +$203K 0.05% 204
2018
Q2 		– Sell
-3,160
Closed -$216K – 211
2018
Q1 		$216K Buy
+3,160
New +$225K 0.05% 181
2016
Q3 		– Sell
-31,818
Closed -$1.66M – 161
2016
Q2 		$1.66M Sell
31,818
-3,932
-11% -$209K 0.69% 53
2016
Q1 		$1.94M Sell
35,750
-1,601
-4% -$77.2K 0.73% 51
2015
Q4 		$1.79M Sell
37,351
-5,763
-13% -$274K 0.68% 56
2015
Q3 		$1.9M Buy
43,114
+2,641
+7% +$130K 0.73% 53
2015
Q2 		$2.24M Buy
40,473
+100
+0.2% +$5.88K 0.78% 51
2015
Q1 		$2.29M Buy
40,373
+5,960
+17% +$346K 0.76% 50
2014
Q4 		$2.12M Buy
34,413
+2,155
+7% +$135K 0.81% 46
2014
Q3 		$2.02M Buy
32,258
+2,311
+8% +$150K 0.77% 44
2014
Q2 		$1.99M Buy
29,947
+1,527
+5% +$103K 0.77% 40
2014
Q1 		$1.9M Buy
28,420
+3,583
+14% +$236K 0.88% 43
2013
Q4 		$1.74M Buy
24,837
+1,458
+6% +$97.4K 0.86% 37
2013
Q3 		$1.51M Buy
23,379
+1,334
+6% +$81.6K 0.82% 37
2013
Q2 		$1.2M Buy
+22,045
New +$1.24M 0.72% 45

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

Segment Wealth Management's EMR Position: Q2 2026 in Review

Segment Wealth Management reduced its Emerson Electric (EMR) stake by 0.5% in Q2 2026, selling an estimated $5.63K and leaving 7,984 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #164.

Segment Wealth Management first reported a position in EMR in Q2 2013 and has held it in 26 quarters since. The position peaked at $2.29M in Q1 2015. 542 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Segment Wealth Management held 7,984 shares of Emerson Electric worth $1.14M as of Q2 2026.
  • Segment Wealth Management sold 40 Emerson Electric shares in Q2 2026, an estimated $5.63K.
  • Emerson Electric made up 0.06% of Segment Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Segment Wealth Management first reported a position in Emerson Electric in Q2 2013 and has held it in 26 quarters since.
  • Segment Wealth Management's Emerson Electric position peaked at $2.29M in Q1 2015.
  • 542 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.