Litman Gregory Wealth Management’s Emerson Electric EMR Stock Holding History

Litman Gregory Wealth 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 Q4	$70.6K	Buy	+532	New	+$70.6K	0.01%	205
2020 Q4	–	Sell	-113	Closed	-$7K	–	204
2020 Q3	$7K	Buy	+113	New	+$7.44K	﹤0.01%	161
2020 Q1	–	Sell	-337	Closed	-$26K	–	180
2019 Q4	$26K	Buy	337 +175	+108%	+$12.6K	0.01%	112
2019 Q3	$11K	Sell	162 -183	-53%	-$11.5K	﹤0.01%	137
2019 Q2	$23K	Buy	+345	New	+$23.1K	0.01%	132
2018 Q2	–	Sell	-275	Closed	-$19K	–	121
2018 Q1	$19K	Buy	+275	New	+$19.6K	0.01%	126

Other funds holding EMR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Litman Gregory Wealth Management's EMR Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Emerson Electric (EMR) in Q4 2025: 532 shares worth $70.6K. The stake represents 0.01% of the portfolio and ranks #205 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in EMR as recently as Q3 2020.

Litman Gregory Wealth Management first reported a position in EMR in Q1 2018 and has held it in 6 quarters since. 2,213 funds tracked by Wall St. Rank hold EMR as of Q4 2025.

Litman Gregory Wealth Management held 532 shares of Emerson Electric worth $70.6K as of Q4 2025.
Emerson Electric was a new Litman Gregory Wealth Management position in Q4 2025.
Emerson Electric made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #205 holding.
Litman Gregory Wealth Management first reported a position in Emerson Electric in Q1 2018 and has held it in 6 quarters since.
2,213 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.