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Maia Wealth’s Emerson Electric EMR Stock Holding History

Maia Wealth’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
-2,657
Closed -$354K – 345
2025
Q2 		$354K Sell
2,657
-11
-0.4% -$1.26K 0.07% 237
2025
Q1 		$270K Buy
2,668
+10
+0.4% +$1.21K 0.06% 247
2024
Q4 		$343K Sell
2,658
-20
-0.7% -$2.43K 0.07% 210
2024
Q3 		$290K Sell
2,678
-152
-5% -$16.4K 0.07% 197
2024
Q2 		$331K Buy
+2,830
New +$313K 0.1% 149

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

Maia Wealth's EMR Position: Q3 2025 in Review

Maia Wealth sold out of Emerson Electric (EMR) in Q3 2025, closing a stake of 2,657 shares — an estimated $354K sold.

Maia Wealth first reported a position in EMR in Q2 2024 and held it in 5 quarters. The position peaked at $354K in Q2 2025. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

  • Maia Wealth reported no remaining Emerson Electric position as of Q3 2025 after selling out during the quarter.
  • Maia Wealth sold 2,657 Emerson Electric shares in Q3 2025, an estimated $354K.
  • Maia Wealth first reported a position in Emerson Electric in Q2 2024 and held it in 5 quarters.
  • Maia Wealth's Emerson Electric position peaked at $354K in Q2 2025.
  • 2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Maia Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.