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Atria Wealth Solutions’s Emerson Electric EMR Stock Holding History

Atria Wealth Solutions’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 		$2.64M Sell
19,743
-14,014
-42% -$1.61M 0.06% 347
2025
Q1 		$3.7M Sell
33,757
-1,314
-4% -$158K 0.04% 430
2024
Q4 		$4.35M Sell
35,071
-2,376
-6% -$288K 0.05% 394
2024
Q3 		$4.1M Sell
37,447
-2,003
-5% -$216K 0.04% 398
2024
Q2 		$4.35M Sell
39,450
-1,434
-4% -$159K 0.05% 371
2024
Q1 		$4.64M Buy
40,884
+2,975
+8% +$306K 0.05% 357
2023
Q4 		$3.69M Buy
37,909
+2,076
+6% +$190K 0.05% 396
2023
Q3 		$3.46M Buy
35,833
+3,841
+12% +$366K 0.05% 393
2023
Q2 		$2.89M Buy
31,992
+4,704
+17% +$396K 0.04% 452
2023
Q1 		$2.38M Sell
27,288
-5,718
-17% -$500K 0.04% 488
2022
Q4 		$3.17M Sell
33,006
-11,471
-26% -$1.03M 0.05% 363
2022
Q3 		$3.26M Buy
44,477
+29,761
+202% +$2.47M 0.06% 327
2022
Q2 		$1.17M Sell
14,716
-26,633
-64% -$2.35M 0.02% 636
2022
Q1 		$4.05M Buy
+41,349
New +$3.91M 0.07% 297

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's EMR Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Emerson Electric (EMR) stake by 42% in Q2 2025, selling an estimated $1.61M and leaving 19,743 shares worth $2.64M. The position accounts for 0.06% of the portfolio, ranked #347.

Atria Wealth Solutions first reported a position in EMR in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.64M in Q1 2024. 2,136 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

  • Atria Wealth Solutions held 19,743 shares of Emerson Electric worth $2.64M as of Q2 2025.
  • Atria Wealth Solutions sold 14,014 Emerson Electric shares in Q2 2025, an estimated $1.61M.
  • Emerson Electric made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #347 holding.
  • Atria Wealth Solutions first reported a position in Emerson Electric in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Emerson Electric position peaked at $4.64M in Q1 2024.
  • 2,136 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.