Thrive Wealth Management
EMR icon

Thrive Wealth Management’s Emerson Electric EMR Stock Holding History

Thrive Wealth 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
Q3 		$337K Buy
2,171
+7
+0.3% +$1.05K 0.04% 172
2026
Q2 		$310K Sell
2,164
-23
-1% -$3.24K 0.04% 187
2026
Q1 		$287K Buy
2,187
+22
+1% +$3.16K 0.04% 185
2025
Q4 		$287K Sell
2,165
-38
-2% -$5.04K 0.04% 184
2025
Q3 		$289K Buy
2,203
+121
+6% +$16.5K 0.04% 185
2025
Q2 		$278K Hold
2,082
– – 0.04% 187
2025
Q1 		$228K Sell
2,082
-277
-12% -$33.4K 0.04% 197
2024
Q4 		$292K Buy
2,359
+31
+1% +$3.76K 0.05% 160
2024
Q3 		$255K Buy
2,328
+9
+0.4% +$968 0.05% 184
2024
Q2 		$255K Buy
2,319
+91
+4% +$10.1K 0.05% 180
2024
Q1 		$253K Buy
2,228
+13
+0.6% +$1.34K 0.05% 179
2023
Q4 		$216K Buy
2,215
+46
+2% +$4.21K 0.05% 182
2023
Q3 		$209K Buy
+2,169
New +$207K 0.06% 161
2023
Q2 		– Sell
-5,532
Closed -$482K – 184
2023
Q1 		$482K Sell
5,532
-397
-7% -$34.7K 0.12% 101
2022
Q4 		$570K Buy
5,929
+1,220
+26% +$110K 0.16% 79
2022
Q3 		$345K Buy
4,709
+416
+10% +$34.6K 0.12% 104
2022
Q2 		$342K Sell
4,293
-624
-13% -$55K 0.12% 105
2022
Q1 		$482K Buy
4,917
+78
+2% +$7.38K 0.14% 82
2021
Q4 		$450K Buy
+4,839
New +$456K 0.15% 85

Other funds holding EMR

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Thrive Wealth Management's EMR Position: Q3 2026 in Review

Thrive Wealth Management increased its Emerson Electric (EMR) stake by 0.32% in Q3 2026, buying an estimated $1.05K and bringing the position to 2,171 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #172.

Thrive Wealth Management first reported a position in EMR in Q4 2021 and has held it in 19 quarters since. The position peaked at $570K in Q4 2022. 663 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Thrive Wealth Management held 2,171 shares of Emerson Electric worth $337K as of Q3 2026.
  • Thrive Wealth Management bought 7 Emerson Electric shares in Q3 2026, an estimated $1.05K.
  • Emerson Electric made up 0.04% of Thrive Wealth Management's portfolio in Q3 2026, its #172 holding.
  • Thrive Wealth Management first reported a position in Emerson Electric in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's Emerson Electric position peaked at $570K in Q4 2022.
  • 663 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.