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Kestra Investment Management’s Emerson Electric EMR Stock Holding History

Kestra Investment 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
Q3 		– Sell
-470
Closed -$51.5K – 601
2025
Q2 		$51.5K Hold
470
– – ﹤0.01% 558
2025
Q1 		$51.5K Sell
470
-92
-16% -$11.1K ﹤0.01% 471
2024
Q4 		$69.6K Buy
+562
New +$68.2K ﹤0.01% 480

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

Kestra Investment Management's EMR Position: Q3 2025 in Review

Kestra Investment Management sold out of Emerson Electric (EMR) in Q3 2025, closing a stake of 470 shares — an estimated $51.5K sold.

Kestra Investment Management first reported a position in EMR in Q4 2024 and held it in 3 quarters. The position peaked at $69.6K in Q4 2024. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

  • Kestra Investment Management reported no remaining Emerson Electric position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 470 Emerson Electric shares in Q3 2025, an estimated $51.5K.
  • Kestra Investment Management first reported a position in Emerson Electric in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's Emerson Electric position peaked at $69.6K in Q4 2024.
  • 2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.