Trifecta Capital Advisors
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Trifecta Capital Advisors’s Emerson Electric EMR Stock Holding History

Trifecta Capital Advisors’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 		$15.5K Hold
100
– – ﹤0.01% 232
2026
Q2 		$14.3K Hold
100
– – ﹤0.01% 245
2026
Q1 		$13.1K Hold
100
– – ﹤0.01% 221
2025
Q4 		$13.3K Sell
100
-24
-19% -$3.18K ﹤0.01% 213
2025
Q3 		$16.3K Sell
124
-654
-84% -$89.2K ﹤0.01% 220
2025
Q2 		$104K Sell
778
-146
-16% -$16.8K 0.02% 143
2025
Q1 		$101K Hold
924
– – 0.02% 105
2024
Q4 		$115K Hold
924
– – 0.02% 101
2024
Q3 		$101K Sell
924
-250
-21% -$26.9K 0.02% 108
2024
Q2 		$129K Buy
1,174
+1,050
+847% +$116K 0.03% 98
2024
Q1 		$14.1K Hold
124
– – ﹤0.01% 192
2023
Q4 		$12.1K Hold
124
– – ﹤0.01% 198
2023
Q3 		$12K Hold
124
– – ﹤0.01% 207
2023
Q2 		$11.2K Hold
124
– – ﹤0.01% 204
2023
Q1 		$10.8K Hold
124
– – ﹤0.01% 209
2022
Q4 		$11.9K Buy
+124
New +$11.1K ﹤0.01% 191

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

Trifecta Capital Advisors's EMR Position: Q3 2026 in Review

Trifecta Capital Advisors held its Emerson Electric (EMR) position steady in Q3 2026 at 100 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Trifecta Capital Advisors first reported a position in EMR in Q4 2022 and has held it in 16 quarters since. The position peaked at $129K in Q2 2024. 1,101 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Trifecta Capital Advisors held 100 shares of Emerson Electric worth $15.5K as of Q3 2026.
  • Trifecta Capital Advisors left its Emerson Electric share count unchanged in Q3 2026.
  • Emerson Electric made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #232 holding.
  • Trifecta Capital Advisors first reported a position in Emerson Electric in Q4 2022 and has held it in 16 quarters since.
  • Trifecta Capital Advisors's Emerson Electric position peaked at $129K in Q2 2024.
  • 1,101 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.