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FullCircle Wealth’s Emerson Electric EMR Stock Holding History

FullCircle Wealth’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 		$706K Sell
5,126
-35
-0.7% -$4.77K 0.25% 123
2025
Q2 		$736K Buy
5,161
+40
+0.8% +$4.59K 0.27% 116
2025
Q1 		$535K Buy
+5,121
New +$617K 0.22% 127

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

FullCircle Wealth's EMR Position: Q3 2025 in Review

FullCircle Wealth reduced its Emerson Electric (EMR) stake by 0.68% in Q3 2025, selling an estimated $4.77K and leaving 5,126 shares worth $706K. The position accounts for 0.25% of the portfolio, ranked #123.

FullCircle Wealth first reported a position in EMR in Q1 2025 and has held it in 3 quarters since. The position peaked at $736K in Q2 2025. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

  • FullCircle Wealth held 5,126 shares of Emerson Electric worth $706K as of Q3 2025.
  • FullCircle Wealth sold 35 Emerson Electric shares in Q3 2025, an estimated $4.77K.
  • Emerson Electric made up 0.25% of FullCircle Wealth's portfolio in Q3 2025, its #123 holding.
  • FullCircle Wealth first reported a position in Emerson Electric in Q1 2025 and has held it in 3 quarters since.
  • FullCircle Wealth's Emerson Electric position peaked at $736K in Q2 2025.
  • 2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.