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Summit Global Investments’s Emerson Electric EMR Stock Holding History

Summit Global Investments’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 		$265K Sell
1,852
-655
-26% -$92.2K 0.01% 477
2026
Q1 		$328K Sell
2,507
-185
-7% -$26.6K 0.02% 400
2025
Q4 		$357K Buy
2,692
+110
+4% +$14.6K 0.02% 391
2025
Q3 		$339K Sell
2,582
-57,333
-96% -$7.82M 0.02% 377
2025
Q2 		$7.99M Buy
+59,915
New +$6.87M 0.47% 36

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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

Summit Global Investments's EMR Position: Q2 2026 in Review

Summit Global Investments reduced its Emerson Electric (EMR) stake by 26% in Q2 2026, selling an estimated $92.2K and leaving 1,852 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #477.

Summit Global Investments first reported a position in EMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.99M in Q2 2025. 1,143 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Summit Global Investments held 1,852 shares of Emerson Electric worth $265K as of Q2 2026.
  • Summit Global Investments sold 655 Emerson Electric shares in Q2 2026, an estimated $92.2K.
  • Emerson Electric made up 0.01% of Summit Global Investments's portfolio in Q2 2026, its #477 holding.
  • Summit Global Investments first reported a position in Emerson Electric in Q2 2025 and has held it in 5 quarters since.
  • Summit Global Investments's Emerson Electric position peaked at $7.99M in Q2 2025.
  • 1,143 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.