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Arete Wealth Advisors’s Emerson Electric EMR Stock Holding History

Arete Wealth 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
2025
Q4 		– Sell
-4,703
Closed -$617K – 473
2025
Q3 		$617K Sell
4,703
-256
-5% -$34.9K 0.04% 380
2025
Q2 		$661K Sell
4,959
-189
-4% -$21.7K 0.05% 337
2025
Q1 		$564K Buy
5,148
+269
+6% +$32.4K 0.04% 353
2024
Q4 		$606K Buy
4,879
+7
+0.1% +$849 0.04% 358
2024
Q3 		$530K Sell
4,872
-1,401
-22% -$151K 0.05% 364
2024
Q2 		$688K Buy
+6,273
New +$694K 0.06% 319
2024
Q1 		– Sell
-6,757
Closed -$658K – 470
2023
Q4 		$658K Buy
6,757
+368
+6% +$33.7K 0.05% 338
2023
Q3 		$617K Buy
6,389
+290
+5% +$27.6K 0.11% 201
2023
Q2 		$551K Sell
6,099
-712
-10% -$59.9K 0.05% 341
2023
Q1 		$594K Buy
6,811
+985
+17% +$86.1K 0.05% 305
2022
Q4 		$560K Buy
5,826
+737
+14% +$66.3K 0.05% 304
2022
Q3 		$373K Buy
5,089
+702
+16% +$58.3K 0.04% 355
2022
Q2 		$349K Sell
4,387
-93
-2% -$8.2K 0.04% 310
2022
Q1 		$439K Buy
4,480
+414
+10% +$39.2K 0.04% 306
2021
Q4 		$374K Buy
4,066
+898
+28% +$84.6K 0.03% 343
2021
Q3 		$298K Buy
3,168
+190
+6% +$19K 0.03% 329
2021
Q2 		$244K Buy
2,978
+232
+8% +$21.8K 0.03% 293
2021
Q1 		$248K Buy
+2,746
New +$236K 0.03% 350
2020
Q2 		– Sell
-8,836
Closed -$421K – 381
2020
Q1 		$421K Sell
8,836
-422
-5% -$27.8K 0.08% 208
2019
Q4 		$706K Buy
9,258
+354
+4% +$25.5K 0.12% 188
2019
Q3 		$595K Buy
8,904
+5
+0.1% +$314 0.11% 194
2019
Q2 		$594K Sell
8,899
-102
-1% -$6.83K 0.12% 195
2019
Q1 		$616K Sell
9,001
-728
-7% -$47.9K 0.13% 184
2018
Q4 		$581K Sell
9,729
-376
-4% -$25.4K 0.14% 175
2018
Q3 		$774K Sell
10,105
-135
-1% -$9.96K 0.17% 141
2018
Q2 		$708K Buy
+10,240
New +$720K 0.17% 155

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Arete Wealth Advisors's EMR Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Emerson Electric (EMR) in Q4 2025, closing a stake of 4,703 shares — an estimated $617K sold.

Arete Wealth Advisors first reported a position in EMR in Q2 2018 and held it in 26 quarters. The position peaked at $774K in Q3 2018. 2,214 funds tracked by Wall St. Rank hold EMR as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Emerson Electric position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,703 Emerson Electric shares in Q4 2025, an estimated $617K.
  • Arete Wealth Advisors first reported a position in Emerson Electric in Q2 2018 and held it in 26 quarters.
  • Arete Wealth Advisors's Emerson Electric position peaked at $774K in Q3 2018.
  • 2,214 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.