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Carolinas Wealth Consulting’s Emerson Electric EMR Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-174
Closed -$19.1K – 269
2025
Q1 		$19.1K Sell
174
-751
-81% -$90.5K ﹤0.01% 461
2024
Q4 		$115K Buy
925
+1
+0.1% +$121 0.02% 236
2024
Q3 		$101K Sell
924
-630
-41% -$67.8K 0.02% 258
2024
Q2 		$171K Buy
1,554
+8
+0.5% +$885 0.03% 191
2024
Q1 		$175K Sell
1,546
-29,259
-95% -$3.01M 0.03% 188
2023
Q4 		$218K Buy
30,805
+116
+0.4% +$10.6K 0.05% 149
2023
Q3 		$192K Hold
30,689
– – 0.05% 147
2023
Q2 		$194K Sell
30,689
-368
-1% -$31K 0.04% 172
2023
Q1 		$221K Buy
31,057
+402
+1% +$35.1K 0.05% 163
2022
Q4 		$202K Hold
30,655
– – 0.05% 162
2022
Q3 		$161K Hold
30,655
– – 0.04% 172
2022
Q2 		$172K Buy
30,655
+28,817
+1,568% +$2.54M 0.04% 173
2022
Q1 		$180K Sell
1,838
-139
-7% -$13.2K 0.04% 180
2021
Q4 		$184K Sell
1,977
-528
-21% -$49.7K 0.04% 180
2021
Q3 		$236K Buy
2,505
+1
+0% +$100 0.06% 142
2021
Q2 		$241K Sell
2,504
-100
-4% -$9.4K 0.05% 149
2021
Q1 		$235K Buy
2,604
+240
+10% +$20.6K 0.06% 147
2020
Q4 		$190K Buy
2,364
+321
+16% +$23.9K 0.05% 156
2020
Q3 		$134K Sell
2,043
-349
-15% -$23K 0.05% 162
2020
Q2 		$148K Buy
+2,392
New +$136K 0.06% 119

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

Carolinas Wealth Consulting's EMR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Emerson Electric (EMR) in Q2 2025, closing a stake of 174 shares — an estimated $19.1K sold.

Carolinas Wealth Consulting first reported a position in EMR in Q2 2020 and held it in 20 quarters. The position peaked at $241K in Q2 2021. 2,135 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Emerson Electric position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 174 Emerson Electric shares in Q2 2025, an estimated $19.1K.
  • Carolinas Wealth Consulting first reported a position in Emerson Electric in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Emerson Electric position peaked at $241K in Q2 2021.
  • 2,135 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.