HFP
EMR icon

Holistic Financial Partners’s Emerson Electric EMR Stock Holding History

Holistic Financial Partners’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
-1,627
Closed -$217K – 140
2025
Q2 		$217K Buy
+1,627
New +$187K 0.1% 117
2024
Q2 		– Sell
-2,383
Closed -$270K – 128
2024
Q1 		$270K Buy
+2,383
New +$245K 0.14% 92
2018
Q2 		– Sell
-763
Closed -$52K – 137
2018
Q1 		$52K Hold
763
– – 0.04% 193
2017
Q4 		$53K Buy
+763
New +$49.4K 0.04% 192

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Holistic Financial Partners's EMR Position: Q3 2025 in Review

Holistic Financial Partners sold out of Emerson Electric (EMR) in Q3 2025, closing a stake of 1,627 shares — an estimated $217K sold.

Holistic Financial Partners first reported a position in EMR in Q4 2017 and held it in 4 quarters. The position peaked at $270K in Q1 2024. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

  • Holistic Financial Partners reported no remaining Emerson Electric position as of Q3 2025 after selling out during the quarter.
  • Holistic Financial Partners sold 1,627 Emerson Electric shares in Q3 2025, an estimated $217K.
  • Holistic Financial Partners first reported a position in Emerson Electric in Q4 2017 and held it in 4 quarters.
  • Holistic Financial Partners's Emerson Electric position peaked at $270K in Q1 2024.
  • 2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Holistic Financial Partners's 13F filing for Q3 2025, filed 7 Nov 2025.