Shade Tree Advisors’s Emerson Electric EMR Stock Holding History

Shade Tree 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	$473K	Buy	+3,050	New	+$459K	0.25%	42

Other funds holding EMR

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Shade Tree Advisors's EMR Position: Q3 2026 in Review

Shade Tree Advisors opened a new position in Emerson Electric (EMR) in Q3 2026: 3,050 shares worth $473K. The stake represents 0.25% of the portfolio and ranks #42 among its holdings.

779 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

Shade Tree Advisors held 3,050 shares of Emerson Electric worth $473K as of Q3 2026.
Emerson Electric was a new Shade Tree Advisors position in Q3 2026.
Emerson Electric made up 0.25% of Shade Tree Advisors's portfolio in Q3 2026, its #42 holding.
779 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.