Essential Planning’s Emerson Electric EMR Stock Holding History

Essential Planning’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 Q1	–	Sell	-13,585	Closed	-$1.65M	–	141
2024 Q4	$1.65M	Buy	+13,585	New	+$1.65M	0.01%	205

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Essential Planning's EMR Position: Q1 2025 in Review

Essential Planning sold out of Emerson Electric (EMR) in Q1 2025, closing a stake of 13,585 shares — an estimated $1.65M sold.

Essential Planning first reported a position in EMR in Q4 2024 and held it in 1 quarter. The position peaked at $1.65M in Q4 2024. 2,069 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

Essential Planning reported no remaining Emerson Electric position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 13,585 Emerson Electric shares in Q1 2025, an estimated $1.65M.
Essential Planning first reported a position in Emerson Electric in Q4 2024 and held it in 1 quarter.
Essential Planning's Emerson Electric position peaked at $1.65M in Q4 2024.
2,069 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.