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Altrius Capital Management’s Emerson Electric EMR Stock Holding History

Altrius 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
2025
Q1 		– Sell
-33,636
Closed -$4.17M – 87
2024
Q4 		$4.17M Sell
33,636
-10,247
-23% -$1.24M 1.12% 54
2024
Q3 		$4.8M Buy
43,883
+1,317
+3% +$142K 1.2% 45
2024
Q2 		$4.69M Buy
42,566
+17
+0% +$1.88K 1.23% 33
2024
Q1 		$4.83M Buy
42,549
+2,355
+6% +$242K 1.22% 34
2023
Q4 		$3.91M Sell
40,194
-21
-0.1% -$1.92K 1.09% 42
2023
Q3 		$3.88M Sell
40,215
-109
-0.3% -$10.4K 1.15% 37
2023
Q2 		$3.64M Buy
40,324
+536
+1% +$45.1K 1.08% 38
2023
Q1 		$3.47M Buy
39,788
+864
+2% +$75.5K 1.06% 40
2022
Q4 		$3.74M Sell
38,924
-133
-0.3% -$12K 1.17% 31
2022
Q3 		$2.86M Sell
39,057
-8,587
-18% -$713K 1.09% 51
2022
Q2 		$3.79M Buy
+47,644
New +$4.2M 1.23% 48

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Altrius Capital Management's EMR Position: Q1 2025 in Review

Altrius Capital Management sold out of Emerson Electric (EMR) in Q1 2025, closing a stake of 33,636 shares — an estimated $4.17M sold.

Altrius Capital Management first reported a position in EMR in Q2 2022 and held it in 11 quarters. The position peaked at $4.83M in Q1 2024. 2,069 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

  • Altrius Capital Management reported no remaining Emerson Electric position as of Q1 2025 after selling out during the quarter.
  • Altrius Capital Management sold 33,636 Emerson Electric shares in Q1 2025, an estimated $4.17M.
  • Altrius Capital Management first reported a position in Emerson Electric in Q2 2022 and held it in 11 quarters.
  • Altrius Capital Management's Emerson Electric position peaked at $4.83M in Q1 2024.
  • 2,069 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on Altrius Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.