Hel Ved Capital Management’s Emerson Electric EMR Stock Holding History

Hel Ved Capital Management’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	-11,020	Closed	-$1.45M	–	61
2025 Q3	$1.45M	Buy	+11,020	New	+$1.5M	0.3%	53

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

Hel Ved Capital Management's EMR Position: Q4 2025 in Review

Hel Ved Capital Management sold out of Emerson Electric (EMR) in Q4 2025, closing a stake of 11,020 shares — an estimated $1.45M sold.

Hel Ved Capital Management first reported a position in EMR in Q3 2025 and held it in 1 quarter. The position peaked at $1.45M in Q3 2025. 2,213 funds tracked by Wall St. Rank hold EMR as of Q4 2025.

Hel Ved Capital Management reported no remaining Emerson Electric position as of Q4 2025 after selling out during the quarter.
Hel Ved Capital Management sold 11,020 Emerson Electric shares in Q4 2025, an estimated $1.45M.
Hel Ved Capital Management first reported a position in Emerson Electric in Q3 2025 and held it in 1 quarter.
Hel Ved Capital Management's Emerson Electric position peaked at $1.45M in Q3 2025.
2,213 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2025.

Based on Hel Ved Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.