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Wealth Group’s Emerson Electric EMR Stock Holding History

Wealth Group’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 		$660K Buy
4,609
+2,464
+115% +$347K 0.16% 74
2026
Q1 		$281K Hold
2,145
– – 0.26% 71
2025
Q4 		$285K Buy
+2,145
New +$285K 0.28% 67
2025
Q2 		$291K Buy
2,184
+39
+2% +$4.47K 0.29% 68
2025
Q1 		$235K Sell
2,145
-591
-22% -$71.3K 0.15% 141
2024
Q4 		$339K Buy
2,736
+591
+28% +$71.7K 0.22% 103
2024
Q3 		$235K Sell
2,145
-664
-24% -$71.4K 0.16% 135
2024
Q2 		$309K Buy
2,809
+44
+2% +$4.87K 0.22% 114
2024
Q1 		$314K Buy
+2,765
New +$284K 0.24% 113

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

Wealth Group's EMR Position: Q2 2026 in Review

Wealth Group increased its Emerson Electric (EMR) stake by 115% in Q2 2026, buying an estimated $347K and bringing the position to 4,609 shares worth $660K. The position accounts for 0.16% of the portfolio, ranked #74.

Wealth Group first reported a position in EMR in Q1 2024 and has held it in 9 quarters since. 746 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Wealth Group held 4,609 shares of Emerson Electric worth $660K as of Q2 2026.
  • Wealth Group bought 2,464 Emerson Electric shares in Q2 2026, an estimated $347K.
  • Emerson Electric made up 0.16% of Wealth Group's portfolio in Q2 2026, its #74 holding.
  • Wealth Group first reported a position in Emerson Electric in Q1 2024 and has held it in 9 quarters since.
  • 746 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.