CWM
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Centric Wealth Management’s Emerson Electric EMR Stock Holding History

Centric 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
-1,625
Closed -$216K – 194
2025
Q2 		$216K Buy
+1,625
New +$186K 0.05% 178
2024
Q4 		– Sell
-1,596
Closed -$203K – 171
2024
Q3 		$203K Sell
1,596
-180
-10% -$19.4K 0.05% 168
2024
Q2 		$208K Buy
+1,776
New +$196K 0.06% 154

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

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

Centric Wealth Management sold out of Emerson Electric (EMR) in Q3 2025, closing a stake of 1,625 shares — an estimated $216K sold.

Centric Wealth Management first reported a position in EMR in Q2 2024 and held it in 3 quarters. The position peaked at $216K in Q2 2025. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

  • Centric Wealth Management reported no remaining Emerson Electric position as of Q3 2025 after selling out during the quarter.
  • Centric Wealth Management sold 1,625 Emerson Electric shares in Q3 2025, an estimated $216K.
  • Centric Wealth Management first reported a position in Emerson Electric in Q2 2024 and held it in 3 quarters.
  • Centric Wealth Management's Emerson Electric position peaked at $216K in Q2 2025.
  • 2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Centric Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.