Heck Capital Advisors’s Emerson Electric EMR Stock Holding History

Heck Capital 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 Q1	–	Sell	-4,155	Closed	-$515K	–	414
2024 Q4	$515K	Buy	+4,155	New	+$504K	0.02%	193

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Heck Capital Advisors's EMR Position: Q1 2025 in Review

Heck Capital Advisors sold out of Emerson Electric (EMR) in Q1 2025, closing a stake of 4,155 shares — an estimated $515K sold.

Heck Capital Advisors first reported a position in EMR in Q4 2024 and held it in 1 quarter. The position peaked at $515K in Q4 2024. 2,071 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

Heck Capital Advisors reported no remaining Emerson Electric position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 4,155 Emerson Electric shares in Q1 2025, an estimated $515K.
Heck Capital Advisors first reported a position in Emerson Electric in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Emerson Electric position peaked at $515K in Q4 2024.
2,071 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.