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Financial Advocates Investment Management’s Emerson Electric EMR Stock Holding History

Financial Advocates Investment 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 		– Sell
-2,683
Closed -$294K – 665
2025
Q1 		$294K Sell
2,683
-7,983
-75% -$962K 0.02% 566
2024
Q4 		$1.32M Buy
10,666
+71
+0.7% +$8.61K 0.08% 237
2024
Q3 		$1.16M Sell
10,595
-201
-2% -$21.6K 0.07% 277
2024
Q2 		$1.19M Sell
10,796
-627
-5% -$69.3K 0.07% 253
2024
Q1 		$1.3M Buy
11,423
+1,215
+12% +$125K 0.08% 257
2023
Q4 		$994K Buy
10,208
+101
+1% +$9.25K 0.07% 289
2023
Q3 		$976K Sell
10,107
-342
-3% -$32.6K 0.07% 275
2023
Q2 		$944K Sell
10,449
-193
-2% -$16.2K 0.07% 282
2023
Q1 		$927K Sell
10,642
-497
-4% -$43.4K 0.07% 304
2022
Q4 		$1.07M Sell
11,139
-573
-5% -$51.5K 0.08% 273
2022
Q3 		$872K Sell
11,712
-1,459
-11% -$121K 0.07% 284
2022
Q2 		$1.05M Sell
13,171
-2,221
-14% -$196K 0.09% 258
2022
Q1 		$1.51M Sell
15,392
-1,307
-8% -$124K 0.1% 227
2021
Q4 		$1.55M Buy
16,699
+1,187
+8% +$112K 0.1% 239
2021
Q3 		$1.46M Sell
15,512
-1,592
-9% -$159K 0.1% 241
2021
Q2 		$1.65M Sell
17,104
-959
-5% -$90.2K 0.11% 228
2021
Q1 		$1.63M Sell
18,063
-98
-0.5% -$8.43K 0.12% 214
2020
Q4 		$1.46M Buy
18,161
+653
+4% +$48.6K 0.1% 231
2020
Q3 		$1.15M Buy
17,508
+3,055
+21% +$201K 0.1% 224
2020
Q2 		$897K Sell
14,453
-2,410
-14% -$137K 0.09% 265
2020
Q1 		$803K Sell
16,863
-672
-4% -$44.2K 0.11% 208
2019
Q4 		$1.34M Buy
17,535
+67
+0.4% +$4.83K 0.14% 169
2019
Q3 		$1.17M Sell
17,468
-790
-4% -$49.7K 0.13% 165
2019
Q2 		$1.22M Buy
18,258
+149
+0.8% +$9.98K 0.14% 162
2019
Q1 		$1.24M Sell
18,109
-458
-2% -$30.1K 0.15% 154
2018
Q4 		$1.11M Sell
18,567
-2,960
-14% -$200K 0.15% 151
2018
Q3 		$1.65M Sell
21,527
-1,162
-5% -$85.7K 0.18% 130
2018
Q2 		$1.57M Sell
22,689
-313
-1% -$22K 0.19% 121
2018
Q1 		$1.57M Buy
23,002
+1,754
+8% +$125K 0.2% 112
2017
Q4 		$1.48M Buy
+21,248
New +$1.38M 0.2% 109

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 $1.37T 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

Financial Advocates Investment Management's EMR Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Emerson Electric (EMR) in Q2 2025, closing a stake of 2,683 shares — an estimated $294K sold.

Financial Advocates Investment Management first reported a position in EMR in Q4 2017 and held it in 30 quarters. The position peaked at $1.65M in Q3 2018. 2,136 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Emerson Electric position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,683 Emerson Electric shares in Q2 2025, an estimated $294K.
  • Financial Advocates Investment Management first reported a position in Emerson Electric in Q4 2017 and held it in 30 quarters.
  • Financial Advocates Investment Management's Emerson Electric position peaked at $1.65M in Q3 2018.
  • 2,136 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.