Windsor Capital Management
EMR icon

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
Q3 		$816K Sell
5,258
-46
-0.9% -$6.92K 0.21% 66
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

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
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
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Windsor Capital Management's EMR Position: Q3 2026 in Review

Windsor Capital Management reduced its Emerson Electric (EMR) stake by 0.87% in Q3 2026, selling an estimated $6.92K and leaving 5,258 shares worth $816K. The position accounts for 0.21% of the portfolio, ranked #66.

Windsor Capital Management first reported a position in EMR in Q2 2024 and has held it in 10 quarters since. 1,340 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Windsor Capital Management held 5,258 shares of Emerson Electric worth $816K as of Q3 2026.
  • Windsor Capital Management sold 46 Emerson Electric shares in Q3 2026, an estimated $6.92K.
  • Emerson Electric made up 0.21% of Windsor Capital Management's portfolio in Q3 2026, its #66 holding.
  • Windsor Capital Management first reported a position in Emerson Electric in Q2 2024 and has held it in 10 quarters since.
  • 1,340 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Windsor Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.