Heartwood Wealth Advisors’s Emerson Electric EMR Stock Holding History

Heartwood Wealth Advisors’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 Q4	–	Sell	-1,161	Closed	-$152K	–	329
2025 Q3	$152K	Buy	+1,161	New	+$158K	0.01%	221

Other funds holding EMR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heartwood Wealth Advisors's EMR Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Emerson Electric (EMR) in Q4 2025, closing a stake of 1,161 shares — an estimated $152K sold.

Heartwood Wealth Advisors first reported a position in EMR in Q3 2025 and held it in 1 quarter. The position peaked at $152K in Q3 2025. 2,213 funds tracked by Wall St. Rank hold EMR as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Emerson Electric position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 1,161 Emerson Electric shares in Q4 2025, an estimated $152K.
Heartwood Wealth Advisors first reported a position in Emerson Electric in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Emerson Electric position peaked at $152K in Q3 2025.
2,213 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.