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Valeo Financial Advisors’s Emerson Electric EMR Stock Holding History

Valeo Financial 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 		$1.36M Sell
9,488
-376
-4% -$52.9K 0.03% 255
2026
Q1 		$1.29M Sell
9,864
-3,963
-29% -$570K 0.03% 226
2025
Q4 		$1.84M Buy
13,827
+1,092
+9% +$145K 0.04% 185
2025
Q3 		$1.67M Buy
12,735
+704
+6% +$96K 0.04% 195
2025
Q2 		$1.6M Buy
12,031
+1,264
+12% +$145K 0.04% 201
2025
Q1 		$1.18M Buy
10,767
+224
+2% +$27K 0.03% 229
2024
Q4 		$1.31M Sell
10,543
-825
-7% -$100K 0.04% 203
2024
Q3 		$1.24M Sell
11,368
-941
-8% -$101K 0.04% 220
2024
Q2 		$1.36M Buy
12,309
+863
+8% +$95.4K 0.04% 195
2024
Q1 		$1.25M Sell
11,446
-327
-3% -$33.6K 0.05% 198
2023
Q4 		$1.15M Buy
11,773
+638
+6% +$58.4K 0.05% 205
2023
Q3 		$1.08M Buy
11,135
+80
+0.7% +$7.62K 0.05% 194
2023
Q2 		$999K Sell
11,055
-121
-1% -$10.2K 0.05% 206
2023
Q1 		$974K Buy
11,176
+2,879
+35% +$252K 0.05% 217
2022
Q4 		$797K Buy
8,297
+1,457
+21% +$131K 0.04% 215
2022
Q3 		$501K Sell
6,840
-1,082
-14% -$89.9K 0.03% 262
2022
Q2 		$630K Sell
7,922
-1,666
-17% -$147K 0.04% 223
2022
Q1 		$940K Buy
9,588
+3,715
+63% +$352K 0.05% 208
2021
Q4 		$546K Sell
5,873
-150
-2% -$14.1K 0.03% 286
2021
Q3 		$567K Buy
6,023
+1,800
+43% +$180K 0.03% 274
2021
Q2 		$406K Sell
4,223
-424
-9% -$39.9K 0.02% 300
2021
Q1 		$419K Buy
4,647
+562
+14% +$48.4K 0.02% 293
2020
Q4 		$328K Buy
4,085
+213
+6% +$15.8K 0.02% 312
2020
Q3 		$254K Buy
3,872
+856
+28% +$56.4K 0.02% 281
2020
Q2 		$187K Sell
3,016
-508
-14% -$28.9K 0.02% 336
2020
Q1 		$182K Sell
3,524
-316
-8% -$20.8K 0.02% 311
2019
Q4 		$293K Sell
3,840
-11
-0.3% -$793 0.03% 255
2019
Q3 		$257K Buy
3,851
+361
+10% +$22.7K 0.03% 250
2019
Q2 		$233K Buy
3,490
+252
+8% +$16.9K 0.03% 264
2019
Q1 		$222K Buy
3,238
+570
+21% +$37.5K 0.03% 258
2018
Q4 		$159K Sell
2,668
-359
-12% -$24.2K 0.02% 290
2018
Q3 		$205K Buy
3,027
+368
+14% +$27.1K 0.03% 270
2018
Q2 		$196K Sell
2,659
-19
-0.7% -$1.33K 0.03% 284
2018
Q1 		$183K Sell
2,678
-16,283
-86% -$1.16M 0.03% 265
2017
Q4 		$1.32M Buy
18,961
+3,023
+19% +$196K 0.22% 81
2017
Q3 		$1M Buy
+15,938
New +$961K 0.23% 88

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
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

Valeo Financial Advisors's EMR Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Emerson Electric (EMR) stake by 3.8% in Q2 2026, selling an estimated $52.9K and leaving 9,488 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #255.

Valeo Financial Advisors first reported a position in EMR in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.84M in Q4 2025. 746 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Valeo Financial Advisors held 9,488 shares of Emerson Electric worth $1.36M as of Q2 2026.
  • Valeo Financial Advisors sold 376 Emerson Electric shares in Q2 2026, an estimated $52.9K.
  • Emerson Electric made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #255 holding.
  • Valeo Financial Advisors first reported a position in Emerson Electric in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Emerson Electric position peaked at $1.84M in Q4 2025.
  • 746 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.