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Beverly Hills Private Wealth’s Emerson Electric EMR Stock Holding History

Beverly Hills Private Wealth’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
-2,309
Closed -$303K – 341
2025
Q3 		$303K Sell
2,309
-242
-9% -$33K 0.05% 262
2025
Q2 		$340K Sell
2,551
-262
-9% -$30.1K 0.06% 239
2025
Q1 		$308K Sell
2,813
-317
-10% -$38.2K 0.06% 260
2024
Q4 		$388K Sell
3,130
-101
-3% -$12.3K 0.08% 205
2024
Q3 		$353K Sell
3,231
-541
-14% -$58.2K 0.07% 243
2024
Q2 		$416K Sell
3,772
-308
-8% -$34.1K 0.09% 208
2024
Q1 		$463K Sell
4,080
-227
-5% -$23.3K 0.11% 204
2023
Q4 		$419K Buy
4,307
+61
+1% +$5.58K 0.11% 198
2023
Q3 		$410K Sell
4,246
-4,600
-52% -$438K 0.12% 179
2023
Q2 		$845K Buy
8,846
+4,417
+100% +$372K 0.14% 158
2023
Q1 		$386K Buy
4,429
+342
+8% +$29.9K 0.12% 189
2022
Q4 		$393K Buy
+4,087
New +$367K 0.17% 132

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

Beverly Hills Private Wealth's EMR Position: Q4 2025 in Review

Beverly Hills Private Wealth sold out of Emerson Electric (EMR) in Q4 2025, closing a stake of 2,309 shares — an estimated $303K sold.

Beverly Hills Private Wealth first reported a position in EMR in Q4 2022 and held it in 12 quarters. The position peaked at $845K in Q2 2023. 2,213 funds tracked by Wall St. Rank hold EMR as of Q4 2025.

  • Beverly Hills Private Wealth reported no remaining Emerson Electric position as of Q4 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 2,309 Emerson Electric shares in Q4 2025, an estimated $303K.
  • Beverly Hills Private Wealth first reported a position in Emerson Electric in Q4 2022 and held it in 12 quarters.
  • Beverly Hills Private Wealth's Emerson Electric position peaked at $845K in Q2 2023.
  • 2,213 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.