Stiles Financial Services
EMR icon

Stiles Financial Services’s Emerson Electric EMR Stock Holding History

Stiles Financial Services’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 		$321K Buy
2,067
+3
+0.1% +$451 0.08% 144
2026
Q2 		$295K Buy
2,064
+4
+0.2% +$563 0.07% 150
2026
Q1 		$270K Sell
2,060
-90
-4% -$12.9K 0.08% 152
2025
Q4 		$285K Buy
2,150
+3
+0.1% +$398 0.09% 151
2025
Q3 		$282K Sell
2,147
-448
-17% -$61.1K 0.09% 156
2025
Q2 		$346K Buy
2,595
+174
+7% +$20K 0.12% 136
2025
Q1 		$266K Sell
2,421
-439
-15% -$52.9K 0.1% 148
2024
Q4 		$354K Buy
2,860
+60
+2% +$7.28K 0.13% 134
2024
Q3 		$306K Sell
2,800
-51
-2% -$5.49K 0.11% 146
2024
Q2 		$314K Buy
2,851
+408
+17% +$45.1K 0.12% 137
2024
Q1 		$277K Buy
2,443
+207
+9% +$21.3K 0.11% 150
2023
Q4 		$218K Sell
2,236
-16
-0.7% -$1.46K 0.1% 159
2023
Q3 		$217K Buy
2,252
+9
+0.4% +$857 0.11% 163
2023
Q2 		$203K Buy
+2,243
New +$189K 0.1% 181
2023
Q1 		– Sell
-2,383
Closed -$229K – 186
2022
Q4 		$229K Buy
+2,383
New +$214K 0.13% 156
2022
Q2 		– Sell
-2,772
Closed -$272K – 178
2022
Q1 		$272K Sell
2,772
-30
-1% -$2.84K 0.14% 144
2021
Q4 		$261K Buy
+2,802
New +$264K 0.13% 152

Other funds holding EMR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Stiles Financial Services's EMR Position: Q3 2026 in Review

Stiles Financial Services increased its Emerson Electric (EMR) stake by 0.15% in Q3 2026, buying an estimated $451 and bringing the position to 2,067 shares worth $321K. The position accounts for 0.08% of the portfolio, ranked #144.

Stiles Financial Services first reported a position in EMR in Q4 2021 and has held it in 17 quarters since. The position peaked at $354K in Q4 2024. 1,407 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Stiles Financial Services held 2,067 shares of Emerson Electric worth $321K as of Q3 2026.
  • Stiles Financial Services bought 3 Emerson Electric shares in Q3 2026, an estimated $451.
  • Emerson Electric made up 0.08% of Stiles Financial Services's portfolio in Q3 2026, its #144 holding.
  • Stiles Financial Services first reported a position in Emerson Electric in Q4 2021 and has held it in 17 quarters since.
  • Stiles Financial Services's Emerson Electric position peaked at $354K in Q4 2024.
  • 1,407 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.