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Congress Wealth Management’s Emerson Electric EMR Stock Holding History

Congress 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
Q2 		$4.24M Buy
31,811
+28,022
+740% +$3.21M 0.04% 423
2025
Q1 		$420K Buy
3,789
+1,651
+77% +$199K 0.01% 862
2024
Q4 		$265K Buy
+2,138
New +$259K ﹤0.01% 792
2024
Q1 		– Sell
-3,470
Closed -$338K – 596
2023
Q4 		$338K Buy
+3,470
New +$318K 0.01% 513

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Wealth Management's EMR Position: Q2 2025 in Review

Congress Wealth Management increased its Emerson Electric (EMR) stake by 740% in Q2 2025, buying an estimated $3.21M and bringing the position to 31,811 shares worth $4.24M. The position accounts for 0.04% of the portfolio, ranked #423.

Congress Wealth Management first reported a position in EMR in Q4 2023 and has held it in 4 quarters since. 2,136 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

  • Congress Wealth Management held 31,811 shares of Emerson Electric worth $4.24M as of Q2 2025.
  • Congress Wealth Management bought 28,022 Emerson Electric shares in Q2 2025, an estimated $3.21M.
  • Emerson Electric made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #423 holding.
  • Congress Wealth Management first reported a position in Emerson Electric in Q4 2023 and has held it in 4 quarters since.
  • 2,136 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.