TA
EMR icon

TrueWealth Advisors’s Emerson Electric EMR Stock Holding History

TrueWealth 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 		$272K Sell
1,751
-2
-0.1% -$301 0.06% 209
2026
Q2 		$251K Sell
1,753
-32
-2% -$4.5K 0.06% 215
2026
Q1 		$234K Sell
1,785
-182
-9% -$26.2K 0.06% 215
2025
Q4 		$261K Sell
1,967
-37
-2% -$4.91K 0.07% 205
2025
Q3 		$263K Sell
2,004
-33
-2% -$4.5K 0.07% 195
2025
Q2 		$272K Sell
2,037
-138
-6% -$15.8K 0.08% 187
2025
Q1 		$238K Sell
2,175
-302
-12% -$36.4K 0.08% 193
2024
Q4 		$307K Sell
2,477
-3,101
-56% -$376K 0.1% 164
2024
Q3 		$610K Buy
5,578
+3,335
+149% +$359K 0.2% 92
2024
Q2 		$247K Sell
2,243
-83
-4% -$9.18K 0.09% 195
2024
Q1 		$264K Sell
2,326
-169
-7% -$17.4K 0.1% 169
2023
Q4 		$243K Sell
2,495
-92
-4% -$8.42K 0.09% 169
2023
Q3 		$250K Buy
2,587
+24
+0.9% +$2.29K 0.11% 156
2023
Q2 		$232K Sell
2,563
-120
-4% -$10.1K 0.1% 167
2023
Q1 		$234K Buy
2,683
+591
+28% +$51.6K 0.1% 162
2022
Q4 		$201K Buy
+2,092
New +$188K 0.09% 176

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

TrueWealth Advisors's EMR Position: Q3 2026 in Review

TrueWealth Advisors reduced its Emerson Electric (EMR) stake by 0.11% in Q3 2026, selling an estimated $301 and leaving 1,751 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #209.

TrueWealth Advisors first reported a position in EMR in Q4 2022 and has held it in 16 quarters since. The position peaked at $610K in Q3 2024. 1,025 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • TrueWealth Advisors held 1,751 shares of Emerson Electric worth $272K as of Q3 2026.
  • TrueWealth Advisors sold 2 Emerson Electric shares in Q3 2026, an estimated $301.
  • Emerson Electric made up 0.06% of TrueWealth Advisors's portfolio in Q3 2026, its #209 holding.
  • TrueWealth Advisors first reported a position in Emerson Electric in Q4 2022 and has held it in 16 quarters since.
  • TrueWealth Advisors's Emerson Electric position peaked at $610K in Q3 2024.
  • 1,025 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.