YIA
EMR icon

YHB Investment Advisors’s Emerson Electric EMR Stock Holding History

YHB Investment Advisors’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 		$403K Buy
2,814
+151
+6% +$21.3K 0.03% 237
2026
Q1 		$349K Hold
2,663
– – 0.03% 241
2025
Q4 		$353K Sell
2,663
-470
-15% -$62.4K 0.02% 236
2025
Q3 		$411K Sell
3,133
-20
-0.6% -$2.73K 0.03% 223
2025
Q2 		$420K Sell
3,153
-10
-0.3% -$1.15K 0.03% 224
2025
Q1 		$347K Hold
3,163
– – 0.03% 226
2024
Q4 		$392K Sell
3,163
-1,753
-36% -$213K 0.03% 213
2024
Q3 		$538K Buy
4,916
+75
+2% +$8.07K 0.04% 195
2024
Q2 		$533K Sell
4,841
-150
-3% -$16.6K 0.05% 190
2024
Q1 		$566K Sell
4,991
-100
-2% -$10.3K 0.05% 184
2023
Q4 		$496K Sell
5,091
-3,700
-42% -$339K 0.05% 192
2023
Q3 		$849K Hold
8,791
– – 0.08% 151
2023
Q2 		$795K Sell
8,791
-150
-2% -$12.6K 0.07% 155
2023
Q1 		$779K Sell
8,941
-100
-1% -$8.74K 0.08% 156
2022
Q4 		$868K Sell
9,041
-50
-0.5% -$4.5K 0.09% 149
2022
Q3 		$666K Hold
9,091
– – 0.07% 167
2022
Q2 		$723K Hold
9,091
– – 0.08% 166
2022
Q1 		$891K Sell
9,091
-150
-2% -$14.2K 0.08% 166
2021
Q4 		$859K Hold
9,241
– – 0.07% 174
2021
Q3 		$871K Buy
9,241
+68
+0.7% +$6.79K 0.08% 171
2021
Q2 		$883K Buy
9,173
+75
+0.8% +$7.05K 0.08% 174
2021
Q1 		$839K Hold
9,098
– – 0.07% 175
2020
Q4 		$731K Hold
9,098
– – 0.07% 178
2020
Q3 		$597K Sell
9,098
-7,925
-47% -$522K 0.06% 180
2020
Q2 		$1.06M Hold
17,023
– – 0.15% 104
2020
Q1 		$811K Sell
17,023
-1,200
-7% -$79K 0.14% 109
2019
Q4 		$1.39M Buy
18,223
+535
+3% +$38.6K 0.2% 95
2019
Q3 		$1.18M Hold
17,688
– – 0.18% 100
2019
Q2 		$1.18M Sell
17,688
-300
-2% -$20.1K 0.19% 103
2019
Q1 		$1.23M Sell
17,988
-450
-2% -$29.6K 0.19% 105
2018
Q4 		$1.1M Buy
18,438
+3,550
+24% +$239K 0.2% 105
2018
Q3 		$1.14M Hold
14,888
– – 0.17% 114
2018
Q2 		$1.03M Hold
14,888
– – 0.17% 114
2018
Q1 		$1.02M Hold
14,888
– – 0.17% 112
2017
Q4 		$1.04M Hold
14,888
– – 0.18% 107
2017
Q3 		$936K Sell
14,888
-3,650
-20% -$220K 0.17% 109
2017
Q2 		$1.1M Buy
18,538
+3,928
+27% +$233K 0.19% 105
2017
Q1 		$881K Hold
14,610
– – 0.17% 110
2016
Q4 		$815K Buy
14,610
+2,500
+21% +$134K 0.17% 109
2016
Q3 		$660K Sell
12,110
-3,350
-22% -$180K 0.16% 114
2016
Q2 		$806K Buy
15,460
+3,150
+26% +$167K 0.18% 107
2016
Q1 		$669K Sell
12,310
-4,100
-25% -$198K 0.18% 105
2015
Q4 		$785K Sell
16,410
-1,800
-10% -$85.7K 0.18% 109
2015
Q3 		$804K Sell
18,210
-1,525
-8% -$75K 0.19% 112
2015
Q2 		$1.09M Sell
19,735
-3,190
-14% -$187K 0.24% 101
2015
Q1 		$1.3M Sell
22,925
-7,238
-24% -$421K 0.29% 93
2014
Q4 		$1.86M Sell
30,163
-675
-2% -$42.3K 0.43% 75
2014
Q3 		$1.93M Sell
30,838
-2,290
-7% -$149K 0.46% 69
2014
Q2 		$2.2M Buy
33,128
+655
+2% +$44K 0.53% 64
2014
Q1 		$2.17M Buy
32,473
+591
+2% +$38.9K 0.55% 65
2013
Q4 		$2.24M Sell
31,882
-1,638
-5% -$109K 0.6% 57
2013
Q3 		$2.17M Sell
33,520
-16,160
-33% -$988K 0.64% 54
2013
Q2 		$2.71M Buy
+49,680
New +$2.79M 0.84% 47

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

YHB Investment Advisors's EMR Position: Q2 2026 in Review

YHB Investment Advisors increased its Emerson Electric (EMR) stake by 5.7% in Q2 2026, buying an estimated $21.3K and bringing the position to 2,814 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #237.

YHB Investment Advisors first reported a position in EMR in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.71M in Q2 2013. 746 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • YHB Investment Advisors held 2,814 shares of Emerson Electric worth $403K as of Q2 2026.
  • YHB Investment Advisors bought 151 Emerson Electric shares in Q2 2026, an estimated $21.3K.
  • Emerson Electric made up 0.03% of YHB Investment Advisors's portfolio in Q2 2026, its #237 holding.
  • YHB Investment Advisors first reported a position in Emerson Electric in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's Emerson Electric position peaked at $2.71M in Q2 2013.
  • 746 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.