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Fiduciary Alliance’s Emerson Electric EMR Stock Holding History

Fiduciary Alliance’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
2026
Q1 		$1.21M Sell
8,651
-36
-0.4% -$5.18K 0.07% 238
2025
Q4 		$1.15M Buy
8,687
+101
+1% +$13.4K 0.08% 221
2025
Q3 		$1.13M Sell
8,586
-439
-5% -$59.9K 0.08% 220
2025
Q2 		$1.2M Sell
9,025
-89
-1% -$10.2K 0.09% 203
2025
Q1 		$999K Buy
9,114
+141
+2% +$17K 0.1% 167
2024
Q4 		$1.11M Buy
+8,973
New +$1.09M 0.11% 158
2023
Q3 		– Sell
-26
Closed -$2.35K – 394
2023
Q2 		$2.35K Buy
+26
New +$2.19K ﹤0.01% 786
2023
Q1 		– Sell
-26
Closed -$2.5K – 358
2022
Q4 		$2.5K Buy
+26
New +$2.34K ﹤0.01% 656

Other funds holding EMR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $501B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return