Sendero Wealth Management’s Emerson Electric EMR Stock Holding History

Sendero 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 Q3	$434K	Sell	2,797 -904	-24%	-$136K	0.04%	168
2026 Q2	$530K	Buy	3,701 +15	+0.4%	+$2.11K	0.05%	159
2026 Q1	$483K	Sell	3,686 -17	-0.5%	-$2.44K	0.05%	159
2025 Q4	$491K	Buy	3,703 +24	+0.7%	+$3.18K	0.05%	160
2025 Q3	$483K	Buy	3,679 +904	+33%	+$123K	0.06%	149
2025 Q2	$370K	Buy	2,775 +360	+15%	+$41.3K	0.05%	163
2025 Q1	$265K	Buy	+2,415	New	+$291K	0.04%	164
2022 Q1	–	Sell	-2,330	Closed	-$217K	–	83
2021 Q4	$217K	Buy	+2,330	New	+$219K	0.1%	80

Other funds holding EMR

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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Sendero Wealth Management's EMR Position: Q3 2026 in Review

Sendero Wealth Management reduced its Emerson Electric (EMR) stake by 24% in Q3 2026, selling an estimated $136K and leaving 2,797 shares worth $434K. The position accounts for 0.04% of the portfolio, ranked #168.

Sendero Wealth Management first reported a position in EMR in Q4 2021 and has held it in 8 quarters since. The position peaked at $530K in Q2 2026. 1,354 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

Sendero Wealth Management held 2,797 shares of Emerson Electric worth $434K as of Q3 2026.
Sendero Wealth Management sold 904 Emerson Electric shares in Q3 2026, an estimated $136K.
Emerson Electric made up 0.04% of Sendero Wealth Management's portfolio in Q3 2026, its #168 holding.
Sendero Wealth Management first reported a position in Emerson Electric in Q4 2021 and has held it in 8 quarters since.
Sendero Wealth Management's Emerson Electric position peaked at $530K in Q2 2026.
1,354 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.