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Steph & Co’s Emerson Electric EMR Stock Holding History

Steph & Co’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 		$31.2K Sell
218
-54
-20% -$7.6K 0.01% 207
2026
Q1 		$35.6K Buy
272
+24
+10% +$3.45K 0.01% 217
2025
Q4 		$32.9K Buy
+248
New +$32.9K 0.01% 228
2023
Q4 		– Sell
-112
Closed -$10.8K – 259
2023
Q3 		$10.8K Buy
+112
New +$10.7K 0.01% 240
2020
Q2 		– Sell
-200
Closed -$10K – 240
2020
Q1 		$10K Hold
200
– – 0.01% 209
2019
Q4 		$15K Buy
+200
New +$14.4K 0.01% 212

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
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Steph & Co's EMR Position: Q2 2026 in Review

Steph & Co reduced its Emerson Electric (EMR) stake by 20% in Q2 2026, selling an estimated $7.6K and leaving 218 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #207.

Steph & Co first reported a position in EMR in Q4 2019 and has held it in 6 quarters since. The position peaked at $35.6K in Q1 2026. 413 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Steph & Co held 218 shares of Emerson Electric worth $31.2K as of Q2 2026.
  • Steph & Co sold 54 Emerson Electric shares in Q2 2026, an estimated $7.6K.
  • Emerson Electric made up 0.01% of Steph & Co's portfolio in Q2 2026, its #207 holding.
  • Steph & Co first reported a position in Emerson Electric in Q4 2019 and has held it in 6 quarters since.
  • Steph & Co's Emerson Electric position peaked at $35.6K in Q1 2026.
  • 413 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.