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Waddell & Associates’s Emerson Electric EMR Stock Holding History

Waddell & Associates’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 		$382K Sell
2,671
-24
-0.9% -$3.38K 0.02% 328
2026
Q1 		$353K Buy
+2,695
New +$388K 0.02% 303

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Waddell & Associates's EMR Position: Q2 2026 in Review

Waddell & Associates reduced its Emerson Electric (EMR) stake by 0.89% in Q2 2026, selling an estimated $3.38K and leaving 2,671 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #328.

Waddell & Associates first reported a position in EMR in Q1 2026 and has held it in 2 quarters since. 897 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Waddell & Associates held 2,671 shares of Emerson Electric worth $382K as of Q2 2026.
  • Waddell & Associates sold 24 Emerson Electric shares in Q2 2026, an estimated $3.38K.
  • Emerson Electric made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #328 holding.
  • Waddell & Associates first reported a position in Emerson Electric in Q1 2026 and has held it in 2 quarters since.
  • 897 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.