Unified Investment Management’s Emerson Electric EMR Stock Holding History

Unified Investment 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 Q3	$548K	Buy	3,536 +58	+2%	+$8.73K	0.48%	71
2026 Q2	$498K	Buy	3,478 +47	+1%	+$6.62K	0.46%	75
2026 Q1	$450K	Sell	3,431 -32	-0.9%	-$4.6K	0.46%	83
2025 Q4	$460K	Buy	3,463 +37	+1%	+$4.91K	0.46%	78
2025 Q3	$449K	Buy	3,426 +1,733	+102%	+$236K	0.45%	77
2025 Q2	$226K	Buy	+1,693	New	+$194K	0.24%	112

Other funds holding EMR

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Unified Investment Management's EMR Position: Q3 2026 in Review

Unified Investment Management increased its Emerson Electric (EMR) stake by 1.7% in Q3 2026, buying an estimated $8.73K and bringing the position to 3,536 shares worth $548K. The position accounts for 0.48% of the portfolio, ranked #71.

Unified Investment Management first reported a position in EMR in Q2 2025 and has held it in 6 quarters since. 340 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

Unified Investment Management held 3,536 shares of Emerson Electric worth $548K as of Q3 2026.
Unified Investment Management bought 58 Emerson Electric shares in Q3 2026, an estimated $8.73K.
Emerson Electric made up 0.48% of Unified Investment Management's portfolio in Q3 2026, its #71 holding.
Unified Investment Management first reported a position in Emerson Electric in Q2 2025 and has held it in 6 quarters since.
340 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Unified Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.