Windsor Capital Management’s Emerson Electric EMR Stock Holding History

Windsor Capital Management’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	$759K	Sell	5,304 -499	-9%	-$70.2K	0.2%	67
2026 Q1	$760K	Sell	5,803 -138	-2%	-$19.8K	0.21%	67
2025 Q4	$788K	Buy	5,941 +49	+0.8%	+$6.5K	0.22%	63
2025 Q3	$773K	Sell	5,892 -51	-0.9%	-$6.95K	0.21%	64
2025 Q2	$792K	Sell	5,943 -32	-0.5%	-$3.67K	0.23%	64
2025 Q1	$655K	Hold	5,975	–	–	0.2%	71
2024 Q4	$740K	Sell	5,975 -17	-0.3%	-$2.06K	0.22%	64
2024 Q3	$655K	Buy	5,992 +60	+1%	+$6.46K	0.19%	71
2024 Q2	$653K	Buy	+5,932	New	+$656K	0.2%	67

Other funds holding EMR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Windsor Capital Management's EMR Position: Q2 2026 in Review

Windsor Capital Management reduced its Emerson Electric (EMR) stake by 8.6% in Q2 2026, selling an estimated $70.2K and leaving 5,304 shares worth $759K. The position accounts for 0.2% of the portfolio, ranked #67.

Windsor Capital Management first reported a position in EMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $792K in Q2 2025. 1,079 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Windsor Capital Management held 5,304 shares of Emerson Electric worth $759K as of Q2 2026.
Windsor Capital Management sold 499 Emerson Electric shares in Q2 2026, an estimated $70.2K.
Emerson Electric made up 0.2% of Windsor Capital Management's portfolio in Q2 2026, its #67 holding.
Windsor Capital Management first reported a position in Emerson Electric in Q2 2024 and has held it in 9 quarters since.
Windsor Capital Management's Emerson Electric position peaked at $792K in Q2 2025.
1,079 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.