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Consolidated Planning Corp’s Emerson Electric EMR Stock Holding History

Consolidated Planning Corp’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
-32,272
Closed -$3.54M – 190
2025
Q1 		$3.54M Buy
+32,272
New +$3.89M 0.49% 70
2021
Q4 		– Sell
-70
Closed -$7K – 179
2021
Q3 		$7K Buy
+70
New +$6.98K ﹤0.01% 330

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

Consolidated Planning Corp's EMR Position: Q2 2025 in Review

Consolidated Planning Corp sold out of Emerson Electric (EMR) in Q2 2025, closing a stake of 32,272 shares — an estimated $3.54M sold.

Consolidated Planning Corp first reported a position in EMR in Q3 2021 and held it in 2 quarters. The position peaked at $3.54M in Q1 2025. 2,135 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

  • Consolidated Planning Corp reported no remaining Emerson Electric position as of Q2 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 32,272 Emerson Electric shares in Q2 2025, an estimated $3.54M.
  • Consolidated Planning Corp first reported a position in Emerson Electric in Q3 2021 and held it in 2 quarters.
  • Consolidated Planning Corp's Emerson Electric position peaked at $3.54M in Q1 2025.
  • 2,135 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on Consolidated Planning Corp's 13F filing for Q2 2025, filed 18 Jul 2025.