Haven Private’s Emerson Electric EMR Stock Holding History

Haven Private’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	–	Sell	-5,717	Closed	-$762K	–	162
2025 Q2	$762K	Sell	5,717 -220	-4%	-$25.2K	0.34%	73
2025 Q1	$651K	Sell	5,937 -145	-2%	-$17.5K	0.37%	68
2024 Q4	$754K	Buy	+6,082	New	+$738K	0.42%	55

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Haven Private's EMR Position: Q3 2025 in Review

Haven Private sold out of Emerson Electric (EMR) in Q3 2025, closing a stake of 5,717 shares — an estimated $762K sold.

Haven Private first reported a position in EMR in Q4 2024 and held it in 3 quarters. The position peaked at $762K in Q2 2025. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

Haven Private reported no remaining Emerson Electric position as of Q3 2025 after selling out during the quarter.
Haven Private sold 5,717 Emerson Electric shares in Q3 2025, an estimated $762K.
Haven Private first reported a position in Emerson Electric in Q4 2024 and held it in 3 quarters.
Haven Private's Emerson Electric position peaked at $762K in Q2 2025.
2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Haven Private's 13F filing for Q3 2025, filed 6 Nov 2025.