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Centennial Wealth Advisory’s Emerson Electric EMR Stock Holding History

Centennial Wealth Advisory’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
-3,211
Closed -$352K – 154
2025
Q1 		$352K Buy
3,211
+355
+12% +$42.8K 0.13% 111
2024
Q4 		$354K Buy
2,856
+189
+7% +$22.9K 0.14% 103
2024
Q3 		$292K Buy
2,667
+164
+7% +$17.6K 0.11% 119
2024
Q2 		$276K Sell
2,503
-1,275
-34% -$141K 0.12% 106
2024
Q1 		$429K Sell
3,778
-233
-6% -$23.9K 0.2% 71
2023
Q4 		$390K Buy
4,011
+127
+3% +$11.6K 0.2% 77
2023
Q3 		$375K Sell
3,884
-287
-7% -$27.3K 0.2% 77
2023
Q2 		$377K Sell
4,171
-27
-0.6% -$2.27K 0.2% 75
2023
Q1 		$366K Buy
4,198
+413
+11% +$36.1K 0.19% 73
2022
Q4 		$364K Buy
3,785
+575
+18% +$51.7K 0.2% 71
2022
Q3 		$235K Sell
3,210
-2,837
-47% -$236K 0.14% 89
2022
Q2 		$481K Buy
6,047
+2,027
+50% +$179K 0.27% 53
2022
Q1 		$394K Buy
4,020
+1,006
+33% +$95.2K 0.22% 59
2021
Q4 		$280K Buy
3,014
+49
+2% +$4.61K 0.16% 65
2021
Q3 		$279K Buy
2,965
+81
+3% +$8.08K 0.17% 61
2021
Q2 		$278K Buy
+2,884
New +$271K 0.17% 66

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

Centennial Wealth Advisory's EMR Position: Q2 2025 in Review

Centennial Wealth Advisory sold out of Emerson Electric (EMR) in Q2 2025, closing a stake of 3,211 shares — an estimated $352K sold.

Centennial Wealth Advisory first reported a position in EMR in Q2 2021 and held it in 16 quarters. The position peaked at $481K in Q2 2022. 2,135 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

  • Centennial Wealth Advisory reported no remaining Emerson Electric position as of Q2 2025 after selling out during the quarter.
  • Centennial Wealth Advisory sold 3,211 Emerson Electric shares in Q2 2025, an estimated $352K.
  • Centennial Wealth Advisory first reported a position in Emerson Electric in Q2 2021 and held it in 16 quarters.
  • Centennial Wealth Advisory's Emerson Electric position peaked at $481K in Q2 2022.
  • 2,135 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on Centennial Wealth Advisory's 13F filing for Q2 2025, filed 17 Jul 2025.