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IBEX Wealth Advisors’s Emerson Electric EMR Stock Holding History

IBEX 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
Q2 		– Sell
-30,723
Closed -$3.37M – 197
2025
Q1 		$3.37M Buy
30,723
+3,435
+13% +$414K 0.45% 68
2024
Q4 		$3.38M Buy
+27,288
New +$3.31M 0.4% 71
2021
Q4 		– Sell
-74
Closed -$7K – 255
2021
Q3 		$7K Buy
+74
New +$7.38K ﹤0.01% 375
2017
Q1 		– Sell
-134
Closed -$8K – 162
2016
Q4 		$8K Buy
+134
New +$7.21K ﹤0.01% 316

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

IBEX Wealth Advisors's EMR Position: Q2 2025 in Review

IBEX Wealth Advisors sold out of Emerson Electric (EMR) in Q2 2025, closing a stake of 30,723 shares — an estimated $3.37M sold.

IBEX Wealth Advisors first reported a position in EMR in Q4 2016 and held it in 4 quarters. The position peaked at $3.38M in Q4 2024. 2,135 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

  • IBEX Wealth Advisors reported no remaining Emerson Electric position as of Q2 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 30,723 Emerson Electric shares in Q2 2025, an estimated $3.37M.
  • IBEX Wealth Advisors first reported a position in Emerson Electric in Q4 2016 and held it in 4 quarters.
  • IBEX Wealth Advisors's Emerson Electric position peaked at $3.38M in Q4 2024.
  • 2,135 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on IBEX Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.