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David Wealth Management’s Emerson Electric EMR Stock Holding History

David 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 		$282K Hold
2,116
– – 0.21% 43
2025
Q1 		$232K Sell
2,116
-100
-5% -$12.1K 0.19% 45
2024
Q4 		$275K Buy
+2,216
New +$269K 0.23% 40

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

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

David Wealth Management held its Emerson Electric (EMR) position steady in Q2 2025 at 2,116 shares worth $282K. The position accounts for 0.21% of the portfolio, ranked #43.

David Wealth Management first reported a position in EMR in Q4 2024 and has held it in 3 quarters since. 2,136 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

  • David Wealth Management held 2,116 shares of Emerson Electric worth $282K as of Q2 2025.
  • David Wealth Management left its Emerson Electric share count unchanged in Q2 2025.
  • Emerson Electric made up 0.21% of David Wealth Management's portfolio in Q2 2025, its #43 holding.
  • David Wealth Management first reported a position in Emerson Electric in Q4 2024 and has held it in 3 quarters since.
  • 2,136 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.