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SOA Wealth Advisors’s Emerson Electric EMR Stock Holding History

SOA 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 		$91K Sell
636
-30
-5% -$4.22K 0.02% 294
2026
Q1 		$87.3K Sell
666
-335
-33% -$48.2K 0.02% 284
2025
Q4 		$133K Hold
1,001
– – 0.02% 252
2025
Q3 		$131K Buy
1,001
+568
+131% +$77.4K 0.02% 261
2025
Q2 		$57.7K Buy
433
+309
+249% +$35.5K 0.01% 345
2025
Q1 		$13.6K Buy
124
+10
+9% +$1.21K ﹤0.01% 531
2024
Q4 		$14.1K Buy
114
+50
+78% +$6.06K ﹤0.01% 504
2024
Q3 		$6.97K Hold
64
– – ﹤0.01% 572
2024
Q2 		$7.01K Sell
64
-6
-9% -$663 ﹤0.01% 575
2024
Q1 		$7.89K Hold
70
– – ﹤0.01% 567
2023
Q4 		$6.77K Buy
70
+1
+1% +$92 ﹤0.01% 569
2023
Q3 		$6.71K Hold
69
– – ﹤0.01% 571
2023
Q2 		$6.28K Hold
69
– – ﹤0.01% 587
2023
Q1 		$6.05K Hold
69
– – ﹤0.01% 592
2022
Q4 		$6.66K Hold
69
– – ﹤0.01% 573
2022
Q3 		$5K Sell
69
-6
-8% -$498 ﹤0.01% 601
2022
Q2 		$5K Sell
75
-469
-86% -$41.3K ﹤0.01% 585
2022
Q1 		$53K Hold
544
– – 0.01% 305
2021
Q4 		$50K Hold
544
– – 0.01% 297
2021
Q3 		$51K Buy
544
+15
+3% +$1.5K 0.01% 303
2021
Q2 		$50K Buy
529
+427
+419% +$40.1K 0.01% 309
2021
Q1 		$9K Buy
102
+73
+252% +$6.28K ﹤0.01% 524
2020
Q4 		$2K Buy
+29
New +$2.16K ﹤0.01% 688

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

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

SOA Wealth Advisors reduced its Emerson Electric (EMR) stake by 4.5% in Q2 2026, selling an estimated $4.22K and leaving 636 shares worth $91K. The position accounts for 0.02% of the portfolio, ranked #294.

SOA Wealth Advisors first reported a position in EMR in Q4 2020 and has held it in 23 quarters since. The position peaked at $133K in Q4 2025. 542 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • SOA Wealth Advisors held 636 shares of Emerson Electric worth $91K as of Q2 2026.
  • SOA Wealth Advisors sold 30 Emerson Electric shares in Q2 2026, an estimated $4.22K.
  • Emerson Electric made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #294 holding.
  • SOA Wealth Advisors first reported a position in Emerson Electric in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Emerson Electric position peaked at $133K in Q4 2025.
  • 542 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.