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United Advisor Group’s Emerson Electric EMR Stock Holding History

United Advisor Group’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 		$417K Buy
2,691
+9
+0.3% +$1.35K 0.04% 383
2026
Q2 		$384K Sell
2,682
-13
-0.5% -$1.83K 0.04% 372
2026
Q1 		$353K Buy
2,695
+15
+0.6% +$2.16K 0.04% 356
2025
Q4 		$356K Buy
2,680
+4
+0.1% +$531 0.04% 342
2025
Q3 		$351K Buy
2,676
+105
+4% +$14.3K 0.05% 331
2025
Q2 		$343K Sell
2,571
-2
-0.1% -$229 0.06% 294
2025
Q1 		$282K Sell
2,573
-413
-14% -$49.8K 0.06% 284
2024
Q4 		$370K Buy
2,986
+388
+15% +$47.1K 0.07% 251
2024
Q3 		$284K Buy
2,598
+100
+4% +$10.8K 0.06% 288
2024
Q2 		$275K Buy
+2,498
New +$276K 0.09% 213

Other funds holding EMR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

United Advisor Group's EMR Position: Q3 2026 in Review

United Advisor Group increased its Emerson Electric (EMR) stake by 0.34% in Q3 2026, buying an estimated $1.35K and bringing the position to 2,691 shares worth $417K. The position accounts for 0.04% of the portfolio, ranked #383.

United Advisor Group first reported a position in EMR in Q2 2024 and has held it in 10 quarters since. 1,647 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • United Advisor Group held 2,691 shares of Emerson Electric worth $417K as of Q3 2026.
  • United Advisor Group bought 9 Emerson Electric shares in Q3 2026, an estimated $1.35K.
  • Emerson Electric made up 0.04% of United Advisor Group's portfolio in Q3 2026, its #383 holding.
  • United Advisor Group first reported a position in Emerson Electric in Q2 2024 and has held it in 10 quarters since.
  • 1,647 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.