Unison Advisors’s Emerson Electric EMR Stock Holding History

Unison 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	–	Sell	-21,664	Closed	-$2.84M	–	179
2026 Q1	$2.84M	Buy	21,664 +82	+0.4%	+$11.8K	0.22%	54
2025 Q4	$2.86M	Buy	21,582 +86	+0.4%	+$11.4K	0.25%	45
2025 Q3	$2.82M	Buy	21,496 +80	+0.4%	+$10.9K	0.26%	48
2025 Q2	$2.86M	Buy	21,416 +115	+0.5%	+$13.2K	0.32%	44
2025 Q1	$2.34M	Buy	21,301 +88	+0.4%	+$10.6K	0.3%	58
2024 Q4	$2.63M	Buy	21,213 +98	+0.5%	+$11.9K	0.31%	51
2024 Q3	$2.31M	Buy	21,115 +99	+0.5%	+$10.7K	0.28%	60
2024 Q2	$2.32M	Buy	21,016 +96	+0.5%	+$10.6K	0.29%	60
2024 Q1	$2.37M	Buy	20,920 +170	+0.8%	+$17.5K	0.23%	56
2023 Q4	$2.02M	Buy	+20,750	New	+$1.9M	0.21%	60
2020 Q1	–	Sell	-21,486	Closed	-$1.64M	–	148
2019 Q4	$1.64M	Buy	21,486 +153	+0.7%	+$11K	1.18%	27
2019 Q3	$1.43M	Buy	21,333 +159	+0.8%	+$9.99K	1.1%	30
2019 Q2	$1.41M	Buy	21,174 +146	+0.7%	+$9.78K	1.07%	33
2019 Q1	$1.44M	Buy	21,028 +170	+0.8%	+$11.2K	1.07%	26
2018 Q4	$1.25M	Buy	20,858 +128	+0.6%	+$8.63K	0.99%	31
2018 Q3	$1.59M	Buy	20,730 +141	+0.7%	+$10.4K	1.11%	23
2018 Q2	$1.42M	Buy	20,589 +149	+0.7%	+$10.5K	1.05%	27
2018 Q1	$1.4M	Buy	20,440 +135	+0.7%	+$9.61K	1.05%	29
2017 Q4	$1.42M	Buy	+20,305	New	+$1.32M	1.03%	30

Other funds holding EMR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

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

Unison Advisors's EMR Position: Q2 2026 in Review

Unison Advisors sold out of Emerson Electric (EMR) in Q2 2026, closing a stake of 21,664 shares — an estimated $2.84M sold.

Unison Advisors first reported a position in EMR in Q4 2017 and held it in 19 quarters. The position peaked at $2.86M in Q4 2025. 746 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Unison Advisors reported no remaining Emerson Electric position as of Q2 2026 after selling out during the quarter.
Unison Advisors sold 21,664 Emerson Electric shares in Q2 2026, an estimated $2.84M.
Unison Advisors first reported a position in Emerson Electric in Q4 2017 and held it in 19 quarters.
Unison Advisors's Emerson Electric position peaked at $2.86M in Q4 2025.
746 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.