Waldron Private Wealth’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 | $979K | Buy |
6,841
+75
| +1% | +$10.6K | 0.03% | 153 |
|
|
2026
Q1 | $886K | Buy |
6,766
+862
| +15% | +$124K | 0.03% | 157 |
|
|
2025
Q4 | $784K | Hold |
5,904
| – | – | 0.03% | 163 |
|
|
2025
Q3 | $774K | Hold |
5,904
| – | – | 0.03% | 163 |
|
|
2025
Q2 | $787K | Sell |
5,904
-18
| -0.3% | -$2.06K | 0.03% | 157 |
|
|
2025
Q1 | $649K | Sell |
5,922
-2,298
| -28% | -$277K | 0.03% | 164 |
|
|
2024
Q4 | $1.02M | Buy |
8,220
+122
| +2% | +$14.8K | 0.04% | 162 |
|
|
2024
Q3 | $886K | Sell |
8,098
-5
| -0.1% | -$538 | 0.04% | 173 |
|
|
2024
Q2 | $893K | Buy |
8,103
+249
| +3% | +$27.5K | 0.04% | 168 |
|
|
2024
Q1 | $891K | Buy |
7,854
+146
| +2% | +$15K | 0.04% | 174 |
|
|
2023
Q4 | $750K | Sell |
7,708
-311
| -4% | -$28.5K | 0.04% | 184 |
|
|
2023
Q3 | $774K | Buy |
8,019
+57
| +0.7% | +$5.43K | 0.04% | 173 |
|
|
2023
Q2 | $720K | Sell |
7,962
-1,667
| -17% | -$140K | 0.04% | 186 |
|
|
2023
Q1 | $839K | Buy |
9,629
+940
| +11% | +$82.1K | 0.04% | 186 |
|
|
2022
Q4 | $636K | Hold |
8,689
| – | – | 0.04% | 213 |
|
|
2022
Q3 | $636K | Sell |
8,689
-40
| -0.5% | -$3.32K | 0.04% | 213 |
|
|
2022
Q2 | $694K | Sell |
8,729
-2,780
| -24% | -$245K | 0.04% | 202 |
|
|
2022
Q1 | $1.13M | Buy |
11,509
+593
| +5% | +$56.1K | 0.06% | 169 |
|
|
2021
Q4 | $1.01M | Buy |
10,916
+1
| +0% | +$94 | 0.05% | 179 |
|
|
2021
Q3 | $1.03M | Buy |
10,915
+606
| +6% | +$60.5K | 0.06% | 151 |
|
|
2021
Q2 | $992K | Sell |
10,309
-429
| -4% | -$40.3K | 0.06% | 141 |
|
|
2021
Q1 | $968K | Sell |
10,738
-362
| -3% | -$31.1K | 0.07% | 134 |
|
|
2020
Q4 | $892K | Hold |
11,100
| – | – | 0.07% | 136 |
|
|
2020
Q3 | $727K | Sell |
11,100
-121
| -1% | -$7.97K | 0.06% | 138 |
|
|
2020
Q2 | $696K | Sell |
11,221
-3,105
| -22% | -$176K | 0.06% | 132 |
|
|
2020
Q1 | $682K | Sell |
14,326
-2,865
| -17% | -$189K | 0.07% | 126 |
|
|
2019
Q4 | $1.31M | Sell |
17,191
-74
| -0.4% | -$5.33K | 0.12% | 96 |
|
|
2019
Q3 | $1.15M | Buy |
17,265
+7,799
| +82% | +$490K | 0.12% | 96 |
|
|
2019
Q2 | $631K | Sell |
9,466
-628
| -6% | -$42.1K | 0.07% | 119 |
|
|
2019
Q1 | $691K | Buy |
10,094
+6,365
| +171% | +$419K | 0.08% | 116 |
|
|
2018
Q4 | $222K | Sell |
3,729
-1,420
| -28% | -$95.8K | 0.03% | 189 |
|
|
2018
Q3 | $394K | Buy |
5,149
+1,808
| +54% | +$133K | 0.08% | 122 |
|
|
2018
Q2 | $230K | Buy |
+3,341
| New | +$235K | 0.05% | 156 |
|
Other funds holding EMR
Waldron Private Wealth's EMR Position: Q2 2026 in Review
Waldron Private Wealth increased its Emerson Electric (EMR) stake by 1.1% in Q2 2026, buying an estimated $10.6K and bringing the position to 6,841 shares worth $979K. The position accounts for 0.03% of the portfolio, ranked #153.
Waldron Private Wealth first reported a position in EMR in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.31M in Q4 2019. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.
- Waldron Private Wealth held 6,841 shares of Emerson Electric worth $979K as of Q2 2026.
- Waldron Private Wealth bought 75 Emerson Electric shares in Q2 2026, an estimated $10.6K.
- Emerson Electric made up 0.03% of Waldron Private Wealth's portfolio in Q2 2026, its #153 holding.
- Waldron Private Wealth first reported a position in Emerson Electric in Q2 2018 and has held it in 33 quarters since.
- Waldron Private Wealth's Emerson Electric position peaked at $1.31M in Q4 2019.
- 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.
Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.