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Fermata Advisors’s Emerson Electric EMR Stock Holding History

Fermata Advisors’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
-1,548
Closed -$206K – 216
2025
Q2 		$206K Buy
+1,548
New +$178K 0.06% 209
2024
Q3 		– Sell
-2,079
Closed -$229K – 250
2024
Q2 		$229K Sell
2,079
-892
-30% -$98.6K 0.05% 198
2024
Q1 		$337K Buy
+2,971
New +$305K 0.08% 149

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

Fermata Advisors's EMR Position: Q3 2025 in Review

Fermata Advisors sold out of Emerson Electric (EMR) in Q3 2025, closing a stake of 1,548 shares — an estimated $206K sold.

Fermata Advisors first reported a position in EMR in Q1 2024 and held it in 3 quarters. The position peaked at $337K in Q1 2024. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

  • Fermata Advisors reported no remaining Emerson Electric position as of Q3 2025 after selling out during the quarter.
  • Fermata Advisors sold 1,548 Emerson Electric shares in Q3 2025, an estimated $206K.
  • Fermata Advisors first reported a position in Emerson Electric in Q1 2024 and held it in 3 quarters.
  • Fermata Advisors's Emerson Electric position peaked at $337K in Q1 2024.
  • 2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Fermata Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.