AAS
EMR icon

Avantax Advisory Services’s Emerson Electric EMR Stock Holding History

Avantax Advisory Services’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 		$12.1M Sell
90,513
-822
-0.9% -$94.3K 0.07% 228
2025
Q1 		$10M Sell
91,335
-686
-0.7% -$82.7K 0.06% 246
2024
Q4 		$11.4M Buy
92,021
+4,298
+5% +$521K 0.07% 197
2024
Q3 		$9.59M Buy
87,723
+532
+0.6% +$57.2K 0.06% 225
2024
Q2 		$9.6M Buy
87,191
+57,775
+196% +$6.39M 0.07% 214
2024
Q1 		$3.34M Sell
29,416
-2,231
-7% -$229K 0.03% 402
2023
Q4 		$3.08M Sell
31,647
-1,486
-4% -$136K 0.03% 394
2023
Q3 		$3.2M Sell
33,133
-1,257
-4% -$120K 0.04% 344
2023
Q2 		$3.11M Sell
34,390
-1,982
-5% -$167K 0.04% 345
2023
Q1 		$3.17M Sell
36,372
-2,109
-5% -$184K 0.04% 336
2022
Q4 		$3.7M Buy
38,481
+2,375
+7% +$213K 0.05% 281
2022
Q3 		$2.64M Sell
36,106
-1,694
-4% -$141K 0.04% 325
2022
Q2 		$3.01M Buy
37,800
+2,846
+8% +$251K 0.05% 294
2022
Q1 		$3.43M Buy
34,954
+3,444
+11% +$326K 0.05% 275
2021
Q4 		$2.93M Buy
31,510
+2,028
+7% +$191K 0.04% 294
2021
Q3 		$2.78M Sell
29,482
-1,062
-3% -$106K 0.05% 281
2021
Q2 		$2.94M Buy
30,544
+1,274
+4% +$120K 0.05% 261
2021
Q1 		$2.64M Buy
29,270
+1,886
+7% +$162K 0.06% 250
2020
Q4 		$2.2M Sell
27,384
-21,110
-44% -$1.57M 0.05% 256
2020
Q3 		$3.18M Buy
48,494
+18,573
+62% +$1.22M 0.05% 272
2020
Q2 		$1.86M Buy
29,921
+340
+1% +$19.3K 0.05% 226
2020
Q1 		$1.41M Buy
29,581
+10,418
+54% +$686K 0.04% 246
2019
Q4 		$1.46M Buy
19,163
+5,204
+37% +$375K 0.03% 267
2019
Q3 		$932K Buy
13,959
+2,567
+23% +$161K 0.04% 220
2019
Q2 		$760K Sell
11,392
-138
-1% -$9.24K 0.03% 231
2019
Q1 		$789K Buy
11,530
+2,385
+26% +$157K 0.04% 212
2018
Q4 		$548K Buy
+9,145
New +$617K 0.09% 210

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Avantax Advisory Services's EMR Position: Q2 2025 in Review

Avantax Advisory Services reduced its Emerson Electric (EMR) stake by 0.9% in Q2 2025, selling an estimated $94.3K and leaving 90,513 shares worth $12.1M. The position accounts for 0.07% of the portfolio, ranked #228.

Avantax Advisory Services first reported a position in EMR in Q4 2018 and has held it in 27 quarters since. 2,135 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

  • Avantax Advisory Services held 90,513 shares of Emerson Electric worth $12.1M as of Q2 2025.
  • Avantax Advisory Services sold 822 Emerson Electric shares in Q2 2025, an estimated $94.3K.
  • Emerson Electric made up 0.07% of Avantax Advisory Services's portfolio in Q2 2025, its #228 holding.
  • Avantax Advisory Services first reported a position in Emerson Electric in Q4 2018 and has held it in 27 quarters since.
  • 2,135 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.