Waterfront Wealth
EMR icon

Waterfront Wealth’s Emerson Electric EMR Stock Holding History

Waterfront Wealth’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 		$1.94M Buy
12,128
+47
+0.4% +$7.07K 0.31% 96
2026
Q2 		$1.68M Buy
12,081
+126
+1% +$17.7K 0.26% 109
2026
Q1 		$1.57M Buy
11,955
+607
+5% +$87.3K 0.29% 109
2025
Q4 		$1.69M Sell
11,348
-24
-0.2% -$3.18K 0.32% 97
2025
Q3 		$1.48M Sell
11,372
-22
-0.2% -$3K 0.3% 100
2025
Q2 		$1.52M Sell
11,394
-441
-4% -$50.6K 0.34% 83
2025
Q1 		$1.3M Sell
11,835
-55
-0.5% -$6.63K 0.32% 96
2024
Q4 		$1.47M Buy
11,890
+373
+3% +$45.2K 0.36% 81
2024
Q3 		$1.26M Buy
11,517
+273
+2% +$29.4K 0.31% 92
2024
Q2 		$1.24M Buy
11,244
+260
+2% +$28.7K 0.34% 92
2024
Q1 		$1.2M Buy
10,984
+210
+2% +$21.6K 0.34% 91
2023
Q4 		$1.05M Buy
10,774
+242
+2% +$22.2K 0.31% 97
2023
Q3 		$951K Buy
10,532
+316
+3% +$30.1K 0.31% 102
2023
Q2 		$945K Buy
10,216
+692
+7% +$58.2K 0.28% 109
2023
Q1 		$830K Buy
9,524
+615
+7% +$53.7K 0.27% 111
2022
Q4 		$797K Buy
8,909
+558
+7% +$50.2K 0.27% 111
2022
Q3 		$726K Buy
8,351
+1,411
+20% +$117K 0.28% 108
2022
Q2 		$552K Buy
6,940
+3,651
+111% +$322K 0.22% 129
2022
Q1 		$310K Buy
+3,289
New +$311K 0.11% 179

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
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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Waterfront Wealth's EMR Position: Q3 2026 in Review

Waterfront Wealth increased its Emerson Electric (EMR) stake by 0.39% in Q3 2026, buying an estimated $7.07K and bringing the position to 12,128 shares worth $1.94M. The position accounts for 0.31% of the portfolio, ranked #96.

Waterfront Wealth first reported a position in EMR in Q1 2022 and has held it in 19 quarters since. 1,436 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Waterfront Wealth held 12,128 shares of Emerson Electric worth $1.94M as of Q3 2026.
  • Waterfront Wealth bought 47 Emerson Electric shares in Q3 2026, an estimated $7.07K.
  • Emerson Electric made up 0.31% of Waterfront Wealth's portfolio in Q3 2026, its #96 holding.
  • Waterfront Wealth first reported a position in Emerson Electric in Q1 2022 and has held it in 19 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.