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West Branch Capital’s Emerson Electric EMR Stock Holding History

West Branch Capital’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 		$99.6K Sell
696
-184
-21% -$25.9K 0.02% 110
2026
Q1 		$115K Hold
880
– – 0.03% 103
2025
Q4 		$117K Hold
880
– – 0.03% 104
2025
Q3 		$115K Hold
880
– – 0.03% 109
2025
Q2 		$117K Sell
880
-150
-15% -$17.2K 0.03% 102
2025
Q1 		$113K Hold
1,030
– – 0.04% 108
2024
Q4 		$128K Hold
1,030
– – 0.04% 101
2024
Q3 		$113K Hold
1,030
– – 0.04% 110
2024
Q2 		$113K Hold
1,030
– – 0.04% 114
2024
Q1 		$117K Hold
1,030
– – 0.05% 113
2023
Q4 		$100K Hold
1,030
– – 0.05% 119
2023
Q3 		$99.5K Hold
1,030
– – 0.05% 112
2023
Q2 		$93.1K Hold
1,030
– – 0.05% 116
2023
Q1 		$89.8K Sell
1,030
-180
-15% -$15.7K 0.05% 119
2022
Q4 		$116K Hold
1,210
– – 0.07% 106
2022
Q3 		$89K Hold
1,210
– – 0.06% 128
2022
Q2 		$96K Buy
1,210
+180
+17% +$15.9K 0.06% 123
2022
Q1 		$101K Sell
1,030
-180
-15% -$17K 0.05% 130
2021
Q4 		$112K Sell
1,210
-1,012
-46% -$95.3K 0.05% 134
2021
Q3 		$209K Sell
2,222
-50
-2% -$4.99K 0.1% 82
2021
Q2 		$219K Hold
2,272
– – 0.11% 85
2021
Q1 		$205K Buy
+2,272
New +$195K 0.12% 89
2018
Q4 		– Sell
-3,315
Closed -$254K – 77
2018
Q3 		$254K Hold
3,315
– – 0.19% 81
2018
Q2 		$229K Hold
3,315
– – 0.18% 81
2018
Q1 		$226K Buy
+3,315
New +$236K 0.25% 67

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

West Branch Capital's EMR Position: Q2 2026 in Review

West Branch Capital reduced its Emerson Electric (EMR) stake by 21% in Q2 2026, selling an estimated $25.9K and leaving 696 shares worth $99.6K. The position accounts for 0.02% of the portfolio, ranked #110.

West Branch Capital first reported a position in EMR in Q1 2018 and has held it in 25 quarters since. The position peaked at $254K in Q3 2018. 601 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • West Branch Capital held 696 shares of Emerson Electric worth $99.6K as of Q2 2026.
  • West Branch Capital sold 184 Emerson Electric shares in Q2 2026, an estimated $25.9K.
  • Emerson Electric made up 0.02% of West Branch Capital's portfolio in Q2 2026, its #110 holding.
  • West Branch Capital first reported a position in Emerson Electric in Q1 2018 and has held it in 25 quarters since.
  • West Branch Capital's Emerson Electric position peaked at $254K in Q3 2018.
  • 601 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.