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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
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 $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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TrueWealth Advisors's EMR Position: Q2 2026 in Review

TrueWealth Advisors reduced its Emerson Electric (EMR) stake by 1.8% in Q2 2026, selling an estimated $4.5K and leaving 1,753 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #215.

TrueWealth Advisors first reported a position in EMR in Q4 2022 and has held it in 15 quarters since. The position peaked at $610K in Q3 2024. 653 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • TrueWealth Advisors held 1,753 shares of Emerson Electric worth $251K as of Q2 2026.
  • TrueWealth Advisors sold 32 Emerson Electric shares in Q2 2026, an estimated $4.5K.
  • Emerson Electric made up 0.06% of TrueWealth Advisors's portfolio in Q2 2026, its #215 holding.
  • TrueWealth Advisors first reported a position in Emerson Electric in Q4 2022 and has held it in 15 quarters since.
  • TrueWealth Advisors's Emerson Electric position peaked at $610K in Q3 2024.
  • 653 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.