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Turtle Creek Wealth Advisors’s Emerson Electric EMR Stock Holding History

Turtle Creek Wealth 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 		$838K Buy
5,853
+3,500
+149% +$493K 0.04% 186
2026
Q1 		$308K Buy
2,353
+193
+9% +$27.8K 0.02% 312
2025
Q4 		$287K Buy
2,160
+207
+11% +$27.5K 0.02% 311
2025
Q3 		$256K Buy
+1,953
New +$266K 0.02% 304
2024
Q1 		– Sell
-1,000
Closed -$97.3K – 387
2023
Q4 		$97.3K Buy
+1,000
New +$91.6K 0.03% 202

Other funds holding EMR

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Turtle Creek Wealth Advisors's EMR Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Emerson Electric (EMR) stake by 149% in Q2 2026, buying an estimated $493K and bringing the position to 5,853 shares worth $838K. The position accounts for 0.04% of the portfolio, ranked #186.

Turtle Creek Wealth Advisors first reported a position in EMR in Q4 2023 and has held it in 5 quarters since. 1,214 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Turtle Creek Wealth Advisors held 5,853 shares of Emerson Electric worth $838K as of Q2 2026.
  • Turtle Creek Wealth Advisors bought 3,500 Emerson Electric shares in Q2 2026, an estimated $493K.
  • Emerson Electric made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #186 holding.
  • Turtle Creek Wealth Advisors first reported a position in Emerson Electric in Q4 2023 and has held it in 5 quarters since.
  • 1,214 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.