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Cahaba Wealth Management’s Emerson Electric EMR Stock Holding History

Cahaba 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
-1,664
Closed -$222K – 159
2025
Q2 		$222K Sell
1,664
-283
-15% -$32.5K 0.02% 147
2025
Q1 		$213K Hold
1,947
– – 0.02% 137
2024
Q4 		$241K Hold
1,947
– – 0.02% 132
2024
Q3 		$213K Hold
1,947
– – 0.02% 138
2024
Q2 		$214K Sell
1,947
-60
-3% -$6.63K 0.02% 139
2024
Q1 		$228K Buy
+2,007
New +$206K 0.02% 139
2023
Q4 		– Sell
-2,342
Closed -$226K – 144
2023
Q3 		$226K Hold
2,342
– – 0.02% 132
2023
Q2 		$212K Sell
2,342
-254
-10% -$21.4K 0.02% 140
2023
Q1 		$226K Sell
2,596
-174
-6% -$15.2K 0.03% 131
2022
Q4 		$266K Sell
2,770
-29
-1% -$2.61K 0.03% 117
2022
Q3 		$204K Sell
2,799
-71
-2% -$5.9K 0.03% 127
2022
Q2 		$228K Sell
2,870
-537
-16% -$47.3K 0.03% 122
2022
Q1 		$307K Buy
3,407
+668
+24% +$63.2K 0.04% 112
2021
Q4 		$255K Buy
2,739
+97
+4% +$9.13K 0.03% 124
2021
Q3 		$248K Buy
+2,642
New +$264K 0.04% 118

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

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

Cahaba Wealth Management sold out of Emerson Electric (EMR) in Q3 2025, closing a stake of 1,664 shares — an estimated $222K sold.

Cahaba Wealth Management first reported a position in EMR in Q3 2021 and held it in 15 quarters. The position peaked at $307K in Q1 2022. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

  • Cahaba Wealth Management reported no remaining Emerson Electric position as of Q3 2025 after selling out during the quarter.
  • Cahaba Wealth Management sold 1,664 Emerson Electric shares in Q3 2025, an estimated $222K.
  • Cahaba Wealth Management first reported a position in Emerson Electric in Q3 2021 and held it in 15 quarters.
  • Cahaba Wealth Management's Emerson Electric position peaked at $307K in Q1 2022.
  • 2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Cahaba Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.