James T. Borello RIA’s Emerson Electric EMR Stock Holding History

James T. Borello RIA’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	$405K	Buy	2,610 +16	+0.6%	+$2.41K	0.08%	78
2026 Q2	$371K	Buy	2,594 +42	+2%	+$5.91K	0.08%	81
2026 Q1	$334K	Sell	2,552 -15	-0.6%	-$2.16K	0.08%	78
2025 Q4	$341K	Buy	2,567 +151	+6%	+$20K	0.09%	74
2025 Q3	$317K	Buy	2,416 +54	+2%	+$7.36K	0.09%	72
2025 Q2	$315K	Buy	2,362 +10	+0.4%	+$1.15K	0.09%	69
2025 Q1	$258K	Buy	2,352 +11	+0.5%	+$1.33K	0.08%	72
2024 Q4	$290K	Buy	2,341 +10	+0.4%	+$1.21K	0.11%	64
2024 Q3	$255K	Buy	2,331 +12	+0.5%	+$1.29K	0.1%	64
2024 Q2	$255K	Buy	2,319 +11	+0.5%	+$1.22K	0.11%	60
2024 Q1	$262K	Buy	+2,308	New	+$237K	0.12%	58

Other funds holding EMR

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

James T. Borello RIA's EMR Position: Q3 2026 in Review

James T. Borello RIA increased its Emerson Electric (EMR) stake by 0.62% in Q3 2026, buying an estimated $2.41K and bringing the position to 2,610 shares worth $405K. The position accounts for 0.08% of the portfolio, ranked #78.

James T. Borello RIA first reported a position in EMR in Q1 2024 and has held it in 11 quarters since. 663 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

James T. Borello RIA held 2,610 shares of Emerson Electric worth $405K as of Q3 2026.
James T. Borello RIA bought 16 Emerson Electric shares in Q3 2026, an estimated $2.41K.
Emerson Electric made up 0.08% of James T. Borello RIA's portfolio in Q3 2026, its #78 holding.
James T. Borello RIA first reported a position in Emerson Electric in Q1 2024 and has held it in 11 quarters since.
663 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.