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Legend Financial Advisors’s Emerson Electric EMR Stock Holding History

Legend Financial 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
-2
Closed -$248 – 100
2024
Q4 		$248 Buy
+2
New +$243 ﹤0.01% 239
2024
Q3 		– Sell
-110
Closed -$12.1K – 199
2024
Q2 		$12.1K Buy
110
+2
+2% +$221 0.01% 133
2024
Q1 		$12.2K Hold
108
– – 0.01% 121
2023
Q4 		$10.5K Hold
108
– – 0.01% 122
2023
Q3 		$10.4K Hold
108
– – 0.01% 135
2023
Q2 		$9.76K Hold
108
– – 0.01% 152
2023
Q1 		$9.41K Hold
108
– – 0.01% 155
2022
Q4 		$10.4K Hold
108
– – 0.01% 163
2022
Q3 		$7.91K Buy
+108
New +$8.97K 0.01% 163

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Legend Financial Advisors's EMR Position: Q1 2025 in Review

Legend Financial Advisors sold out of Emerson Electric (EMR) in Q1 2025, closing a stake of 2 shares — an estimated $248 sold.

Legend Financial Advisors first reported a position in EMR in Q3 2022 and held it in 9 quarters. The position peaked at $12.2K in Q1 2024. 2,069 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

  • Legend Financial Advisors reported no remaining Emerson Electric position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 2 Emerson Electric shares in Q1 2025, an estimated $248.
  • Legend Financial Advisors first reported a position in Emerson Electric in Q3 2022 and held it in 9 quarters.
  • Legend Financial Advisors's Emerson Electric position peaked at $12.2K in Q1 2024.
  • 2,069 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.