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Smallwood Wealth Investment Management’s Emerson Electric EMR Stock Holding History

Smallwood Wealth Investment 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 		$15.5K Hold
108
– – 0.01% 296
2026
Q1 		$14.2K Hold
108
– – 0.01% 291
2025
Q4 		$14.3K Hold
108
– – 0.01% 281
2025
Q3 		$14.2K Sell
108
-11
-9% -$1.5K 0.01% 290
2025
Q2 		$15.9K Buy
119
+11
+10% +$1.26K 0.01% 272
2025
Q1 		$11.8K Buy
+108
New +$13K 0.01% 295

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Smallwood Wealth Investment Management's EMR Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Emerson Electric (EMR) position steady in Q2 2026 at 108 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #296.

Smallwood Wealth Investment Management first reported a position in EMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.9K in Q2 2025. 923 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Smallwood Wealth Investment Management held 108 shares of Emerson Electric worth $15.5K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Emerson Electric share count unchanged in Q2 2026.
  • Emerson Electric made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #296 holding.
  • Smallwood Wealth Investment Management first reported a position in Emerson Electric in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Emerson Electric position peaked at $15.9K in Q2 2025.
  • 923 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.