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Triangle Securities Wealth Management’s Emerson Electric EMR Stock Holding History

Triangle Securities 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
Q2 		$2.93M Sell
20,490
-155
-0.8% -$21.8K 0.58% 52
2026
Q1 		$2.7M Sell
20,645
-538
-3% -$77.4K 0.61% 50
2025
Q4 		$2.81M Sell
21,183
-423
-2% -$56.1K 0.59% 49
2025
Q3 		$2.83M Sell
21,606
-297
-1% -$40.5K 0.64% 47
2025
Q2 		$2.92M Buy
21,903
+1,869
+9% +$214K 0.72% 42
2025
Q1 		$2.2M Sell
20,034
-524
-3% -$63.2K 0.57% 56
2024
Q4 		$2.55M Sell
20,558
-388
-2% -$47.1K 0.65% 43
2024
Q3 		$2.29M Sell
20,946
-180
-0.9% -$19.4K 0.59% 50
2024
Q2 		$2.33M Sell
21,126
-245
-1% -$27.1K 0.66% 45
2024
Q1 		$2.42M Sell
21,371
-550
-3% -$56.5K 0.69% 41
2023
Q4 		$2.13M Sell
21,921
-70
-0.3% -$6.41K 0.66% 42
2023
Q3 		$2.12M Sell
21,991
-321
-1% -$30.6K 0.76% 35
2023
Q2 		$2.02M Sell
22,312
-670
-3% -$56.4K 0.69% 40
2023
Q1 		$2M Sell
22,982
-597
-3% -$52.2K 0.72% 39
2022
Q4 		$2.26M Sell
23,579
-408
-2% -$36.7K 0.83% 35
2022
Q3 		$1.76M Sell
23,987
-195
-0.8% -$16.2K 0.72% 44
2022
Q2 		$1.92M Buy
24,182
+585
+2% +$51.6K 0.75% 43
2022
Q1 		$2.31M Sell
23,597
-220
-0.9% -$20.8K 0.77% 35
2021
Q4 		$2.21M Buy
23,817
+445
+2% +$41.9K 0.69% 41
2021
Q3 		$2.2M Sell
23,372
-200
-0.8% -$20K 0.75% 38
2021
Q2 		$2.27M Sell
23,572
-190
-0.8% -$17.9K 0.77% 36
2021
Q1 		$2.14M Sell
23,762
-330
-1% -$28.4K 0.78% 39
2020
Q4 		$1.94M Sell
24,092
-775
-3% -$57.6K 0.77% 38
2020
Q3 		$1.63M Sell
24,867
-318
-1% -$20.9K 0.74% 41
2020
Q2 		$1.56M Buy
25,185
+200
+0.8% +$11.4K 0.75% 45
2020
Q1 		$1.19M Buy
24,985
+1,700
+7% +$112K 0.69% 52
2019
Q4 		$1.78M Sell
23,285
-257
-1% -$18.5K 0.77% 41
2019
Q3 		$1.57M Buy
23,542
+530
+2% +$33.3K 0.77% 44
2019
Q2 		$1.49M Buy
23,012
+1,742
+8% +$117K 0.76% 45
2019
Q1 		$1.46M Sell
21,270
-100
-0.5% -$6.58K 0.76% 44
2018
Q4 		$1.28M Buy
21,370
+3,125
+17% +$211K 0.75% 45
2018
Q3 		$1.4M Sell
18,245
-236
-1% -$17.4K 0.74% 48
2018
Q2 		$1.28M Sell
18,481
-350
-2% -$24.6K 0.71% 46
2018
Q1 		$1.29M Sell
18,831
-600
-3% -$42.7K 0.74% 48
2017
Q4 		$1.35M Sell
19,431
-260
-1% -$16.8K 0.77% 43
2017
Q3 		$1.24M Buy
19,691
+230
+1% +$13.9K 0.74% 44
2017
Q2 		$1.16M Buy
19,461
+1,070
+6% +$63.4K 0.77% 43
2017
Q1 		$1.1M Sell
18,391
-880
-5% -$52.5K 0.7% 48
2016
Q4 		$1.07M Sell
19,271
-550
-3% -$29.6K 0.72% 47
2016
Q3 		$1.08M Sell
19,821
-170
-0.9% -$9.11K 0.75% 46
2016
Q2 		$1.04M Sell
19,991
-225
-1% -$12K 0.78% 46
2016
Q1 		$1.1M Buy
20,216
+1,200
+6% +$57.9K 0.72% 47
2015
Q4 		$910K Buy
19,016
+895
+5% +$42.6K 0.61% 51
2015
Q3 		$800K Buy
18,121
+6,350
+54% +$312K 0.6% 53
2015
Q2 		$652K Buy
11,771
+1,315
+13% +$77.3K 0.46% 73
2015
Q1 		$592K Buy
+10,456
New +$608K 0.41% 77

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

Triangle Securities Wealth Management's EMR Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Emerson Electric (EMR) stake by 0.75% in Q2 2026, selling an estimated $21.8K and leaving 20,490 shares worth $2.93M. The position accounts for 0.58% of the portfolio, ranked #52.

Triangle Securities Wealth Management first reported a position in EMR in Q1 2015 and has held it in 46 quarters since. 475 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Triangle Securities Wealth Management held 20,490 shares of Emerson Electric worth $2.93M as of Q2 2026.
  • Triangle Securities Wealth Management sold 155 Emerson Electric shares in Q2 2026, an estimated $21.8K.
  • Emerson Electric made up 0.58% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Triangle Securities Wealth Management first reported a position in Emerson Electric in Q1 2015 and has held it in 46 quarters since.
  • 475 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.