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Gimbal Financial’s Emerson Electric EMR Stock Holding History

Gimbal Financial’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 		$290K Buy
2,210
+6
+0.3% +$818 0.17% 40
2025
Q2 		$294K Sell
2,204
-7
-0.3% -$803 0.18% 34
2025
Q1 		$242K Buy
2,211
+2
+0.1% +$241 0.22% 36
2024
Q4 		$274K Sell
2,209
-165
-7% -$20K 0.22% 36
2024
Q3 		$257K Hold
2,374
– – 0.17% 41
2024
Q2 		$271K Hold
2,374
– – 0.2% 37
2024
Q1 		$269K Hold
2,374
– – 0.22% 36
2023
Q4 		$231K Buy
+2,374
New +$217K 0.23% 38

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

Gimbal Financial's EMR Position: Q3 2025 in Review

Gimbal Financial increased its Emerson Electric (EMR) stake by 0.27% in Q3 2025, buying an estimated $818 and bringing the position to 2,210 shares worth $290K. The position accounts for 0.17% of the portfolio, ranked #40.

Gimbal Financial first reported a position in EMR in Q4 2023 and has held it in 8 quarters since. The position peaked at $294K in Q2 2025. 2,101 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

  • Gimbal Financial held 2,210 shares of Emerson Electric worth $290K as of Q3 2025.
  • Gimbal Financial bought 6 Emerson Electric shares in Q3 2025, an estimated $818.
  • Emerson Electric made up 0.17% of Gimbal Financial's portfolio in Q3 2025, its #40 holding.
  • Gimbal Financial first reported a position in Emerson Electric in Q4 2023 and has held it in 8 quarters since.
  • Gimbal Financial's Emerson Electric position peaked at $294K in Q2 2025.
  • 2,101 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.