Global Financial Private Client’s Emerson Electric EMR Stock Holding History

Global Financial Private Client’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	-353	Closed	-$38.7K	–	636
2025 Q1	$38.7K	Buy	353 +25	+8%	+$3.01K	0.01%	364
2024 Q4	$40.6K	Buy	328 +9	+3%	+$1.09K	0.02%	342
2024 Q3	$34.9K	Hold	319	–	–	0.01%	355
2024 Q2	$35.1K	Hold	319	–	–	0.01%	332
2024 Q1	$36.2K	Hold	319	–	–	0.02%	335
2023 Q4	$31K	Hold	319	–	–	0.01%	341
2023 Q3	$30.5K	Hold	319	–	–	0.02%	330
2023 Q2	$29K	Sell	319 -85	-21%	-$7.15K	0.01%	343
2023 Q1	$35.2K	Hold	404	–	–	0.02%	318
2022 Q4	$38.8K	Buy	404 +85	+27%	+$7.64K	0.02%	297
2022 Q3	$24.1K	Hold	319	–	–	0.01%	339
2022 Q2	$25.6K	Hold	319	–	–	0.01%	323
2022 Q1	$31.4K	Hold	319	–	–	0.02%	313
2021 Q4	$29.7K	Hold	319	–	–	0.01%	311
2021 Q3	$30.4K	Hold	319	–	–	0.02%	283
2021 Q2	$30.9K	Hold	319	–	–	0.02%	282
2021 Q1	$28.8K	Hold	319	–	–	0.02%	254
2020 Q4	$25.6K	Buy	319 +19	+6%	+$1.41K	0.02%	248
2020 Q3	$19.4K	Hold	300	–	–	0.02%	259
2020 Q2	$18.4K	Hold	300	–	–	0.02%	301
2020 Q1	$13.7K	Hold	300	–	–	0.01%	336
2019 Q4	$22.9K	Buy	+300	New	+$21.6K	0.02%	323

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Global Financial Private Client's EMR Position: Q2 2025 in Review

Global Financial Private Client sold out of Emerson Electric (EMR) in Q2 2025, closing a stake of 353 shares — an estimated $38.7K sold.

Global Financial Private Client first reported a position in EMR in Q4 2019 and held it in 22 quarters. The position peaked at $40.6K in Q4 2024. 2,135 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

Global Financial Private Client reported no remaining Emerson Electric position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 353 Emerson Electric shares in Q2 2025, an estimated $38.7K.
Global Financial Private Client first reported a position in Emerson Electric in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Emerson Electric position peaked at $40.6K in Q4 2024.
2,135 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.