Atticus Wealth Management’s Emerson Electric EMR Stock Holding History

Atticus 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	–	Sell	-1,281	Closed	-$171K	–	326
2025 Q2	$171K	Buy	1,281 +1,061	+482%	+$122K	0.05%	184
2025 Q1	$24.1K	Hold	220	–	–	0.01%	304
2024 Q4	$27.3K	Hold	220	–	–	0.01%	306
2024 Q3	$24.1K	Sell	220 -7	-3%	-$753	0.01%	314
2024 Q2	$25K	Hold	227	–	–	0.01%	294
2024 Q1	$25.7K	Hold	227	–	–	0.01%	301
2023 Q4	$22.1K	Hold	227	–	–	0.01%	321
2023 Q3	$21.9K	Hold	227	–	–	0.01%	330
2023 Q2	$20.5K	Sell	227 -300	-57%	-$25.3K	0.01%	334
2023 Q1	$45.9K	Hold	527	–	–	0.02%	260
2022 Q4	$50.6K	Sell	527 -73	-12%	-$6.56K	0.02%	250
2022 Q3	$48K	Hold	600	–	–	0.02%	233
2022 Q2	$48K	Hold	600	–	–	0.02%	255
2022 Q1	$59K	Buy	600 +73	+14%	+$6.91K	0.02%	232
2021 Q4	$49K	Buy	+527	New	+$49.6K	0.02%	227
2020 Q1	–	Sell	-7	Closed	-$1K	–	346
2019 Q4	$1K	Buy	+7	New	+$504	﹤0.01%	318

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Atticus Wealth Management sold out of Emerson Electric (EMR) in Q3 2025, closing a stake of 1,281 shares — an estimated $171K sold.

Atticus Wealth Management first reported a position in EMR in Q4 2019 and held it in 16 quarters. The position peaked at $171K in Q2 2025. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

Atticus Wealth Management reported no remaining Emerson Electric position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 1,281 Emerson Electric shares in Q3 2025, an estimated $171K.
Atticus Wealth Management first reported a position in Emerson Electric in Q4 2019 and held it in 16 quarters.
Atticus Wealth Management's Emerson Electric position peaked at $171K in Q2 2025.
2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.