United Asset Strategies’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $998K | Buy |
6,971
+141
| +2% | +$19.8K | 0.07% | 144 |
|
|
2026
Q1 | $895K | Buy |
6,830
+404
| +6% | +$58.1K | 0.07% | 148 |
|
|
2025
Q4 | $853K | Sell |
6,426
-40
| -0.6% | -$5.31K | 0.07% | 161 |
|
|
2025
Q3 | $848K | Sell |
6,466
-74
| -1% | -$10.1K | 0.07% | 158 |
|
|
2025
Q2 | $872K | Sell |
6,540
-591
| -8% | -$67.8K | 0.07% | 152 |
|
|
2025
Q1 | $782K | Sell |
7,131
-25
| -0.3% | -$3.01K | 0.07% | 162 |
|
|
2024
Q4 | $887K | Buy |
7,156
+16
| +0.2% | +$1.94K | 0.08% | 143 |
|
|
2024
Q3 | $781K | Sell |
7,140
-58
| -0.8% | -$6.24K | 0.07% | 157 |
|
|
2024
Q2 | $793K | Sell |
7,198
-1,272
| -15% | -$141K | 0.08% | 148 |
|
|
2024
Q1 | $961K | Buy |
8,470
+190
| +2% | +$19.5K | 0.1% | 146 |
|
|
2023
Q4 | $806K | Buy |
8,280
+782
| +10% | +$71.6K | 0.09% | 157 |
|
|
2023
Q3 | $724K | Buy |
7,498
+482
| +7% | +$45.9K | 0.09% | 147 |
|
|
2023
Q2 | $634K | Buy |
7,016
+226
| +3% | +$19K | 0.08% | 156 |
|
|
2023
Q1 | $592K | Buy |
6,790
+271
| +4% | +$23.7K | 0.08% | 163 |
|
|
2022
Q4 | $626K | Buy |
6,519
+639
| +11% | +$57.4K | 0.09% | 164 |
|
|
2022
Q3 | $431K | Buy |
5,880
+461
| +9% | +$38.3K | 0.07% | 159 |
|
|
2022
Q2 | $431K | Buy |
5,419
+582
| +12% | +$51.3K | 0.06% | 161 |
|
|
2022
Q1 | $474K | Buy |
+4,837
| New | +$458K | 0.06% | 157 |
|
|
2021
Q1 | – | Sell |
-5,021
| Closed | -$404K | – | 217 |
|
|
2020
Q4 | $404K | Sell |
5,021
-368
| -7% | -$27.4K | 0.06% | 154 |
|
|
2020
Q3 | $353K | Hold |
5,389
| – | – | 0.06% | 157 |
|
|
2020
Q2 | $334K | Sell |
5,389
-35,172
| -87% | -$2M | 0.07% | 145 |
|
|
2020
Q1 | $1.93M | Buy |
40,561
+272
| +0.7% | +$17.9K | 0.48% | 54 |
|
|
2019
Q4 | $3.07M | Sell |
40,289
-5,069
| -11% | -$365K | 0.6% | 53 |
|
|
2019
Q3 | $3.03M | Buy |
45,358
+2,470
| +6% | +$155K | 0.66% | 52 |
|
|
2019
Q2 | $2.86M | Buy |
42,888
+3,822
| +10% | +$256K | 0.66% | 53 |
|
|
2019
Q1 | $2.67M | Buy |
39,066
+5,787
| +17% | +$381K | 0.63% | 52 |
|
|
2018
Q4 | $1.99M | Buy |
33,279
+3,710
| +13% | +$250K | 0.54% | 55 |
|
|
2018
Q3 | $2.26M | Buy |
29,569
+9,129
| +45% | +$673K | 0.53% | 58 |
|
|
2018
Q2 | $1.41M | Buy |
20,440
+2,212
| +12% | +$155K | 0.37% | 73 |
|
|
2018
Q1 | $1.25M | Buy |
18,228
+1,108
| +6% | +$78.9K | 0.37% | 70 |
|
|
2017
Q4 | $1.19M | Buy |
17,120
+2,561
| +18% | +$166K | 0.32% | 78 |
|
|
2017
Q3 | $915K | Buy |
14,559
+5,100
| +54% | +$308K | 0.52% | 48 |
|
|
2017
Q2 | $564K | Buy |
+9,459
| New | +$561K | 0.17% | 102 |
|
Other funds holding EMR
SP
GAM
QP
CF
United Asset Strategies's EMR Position: Q2 2026 in Review
United Asset Strategies increased its Emerson Electric (EMR) stake by 2.1% in Q2 2026, buying an estimated $19.8K and bringing the position to 6,971 shares worth $998K. The position accounts for 0.07% of the portfolio, ranked #144.
United Asset Strategies first reported a position in EMR in Q2 2017 and has held it in 33 quarters since. The position peaked at $3.07M in Q4 2019. 1,084 funds tracked by Wall St. Rank hold EMR as of Q2 2026.
- United Asset Strategies held 6,971 shares of Emerson Electric worth $998K as of Q2 2026.
- United Asset Strategies bought 141 Emerson Electric shares in Q2 2026, an estimated $19.8K.
- Emerson Electric made up 0.07% of United Asset Strategies's portfolio in Q2 2026, its #144 holding.
- United Asset Strategies first reported a position in Emerson Electric in Q2 2017 and has held it in 33 quarters since.
- United Asset Strategies's Emerson Electric position peaked at $3.07M in Q4 2019.
- 1,084 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.
Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.