LifeWealth Investments’s Emerson Electric EMR Stock Holding History

LifeWealth Investments’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	-1,960	Closed	-$215K	–	220
2025 Q1	$215K	Buy	+1,960	New	+$236K	0.05%	190

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LifeWealth Investments's EMR Position: Q2 2025 in Review

LifeWealth Investments sold out of Emerson Electric (EMR) in Q2 2025, closing a stake of 1,960 shares — an estimated $215K sold.

LifeWealth Investments first reported a position in EMR in Q1 2025 and held it in 1 quarter. The position peaked at $215K in Q1 2025. 2,135 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

LifeWealth Investments reported no remaining Emerson Electric position as of Q2 2025 after selling out during the quarter.
LifeWealth Investments sold 1,960 Emerson Electric shares in Q2 2025, an estimated $215K.
LifeWealth Investments first reported a position in Emerson Electric in Q1 2025 and held it in 1 quarter.
LifeWealth Investments's Emerson Electric position peaked at $215K in Q1 2025.
2,135 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on LifeWealth Investments's 13F filing for Q2 2025, filed 30 Jul 2025.