Atala Financial’s Emerson Electric EMR Stock Holding History

Atala Financial’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 Q2	–	Sell	-1,334	Closed	-$146K	–	218
2025 Q1	$146K	Hold	1,334	–	–	0.11%	129
2024 Q4	$165K	Buy	+1,334	New	+$162K	0.12%	128

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atala Financial's EMR Position: Q2 2025 in Review

Atala Financial sold out of Emerson Electric (EMR) in Q2 2025, closing a stake of 1,334 shares — an estimated $146K sold.

Atala Financial first reported a position in EMR in Q4 2024 and held it in 2 quarters. The position peaked at $165K in Q4 2024. 2,135 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

Atala Financial reported no remaining Emerson Electric position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 1,334 Emerson Electric shares in Q2 2025, an estimated $146K.
Atala Financial first reported a position in Emerson Electric in Q4 2024 and held it in 2 quarters.
Atala Financial's Emerson Electric position peaked at $165K in Q4 2024.
2,135 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.