AWM
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Accredited Wealth Management’s Emerson Electric EMR Stock Holding History

Accredited Wealth 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
2025
Q3 		$217K Sell
535
-1,116
-68% -$152K 0.16% 65
2025
Q2 		$220K Sell
1,651
-28
-2% -$3.21K 0.18% 63
2025
Q1 		$184K Buy
1,679
+2
+0.1% +$241 0.16% 59
2024
Q4 		$208K Buy
+1,677
New +$203K 0.18% 64

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accredited Wealth Management's EMR Position: Q3 2025 in Review

Accredited Wealth Management reduced its Emerson Electric (EMR) stake by 68% in Q3 2025, selling an estimated $152K and leaving 535 shares worth $217K. The position accounts for 0.16% of the portfolio, ranked #65.

Accredited Wealth Management first reported a position in EMR in Q4 2024 and has held it in 4 quarters since. The position peaked at $220K in Q2 2025. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

  • Accredited Wealth Management held 535 shares of Emerson Electric worth $217K as of Q3 2025.
  • Accredited Wealth Management sold 1,116 Emerson Electric shares in Q3 2025, an estimated $152K.
  • Emerson Electric made up 0.16% of Accredited Wealth Management's portfolio in Q3 2025, its #65 holding.
  • Accredited Wealth Management first reported a position in Emerson Electric in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Emerson Electric position peaked at $220K in Q2 2025.
  • 2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.