MSWA
EMR icon

Marshall & Sterling Wealth Advisors’s Emerson Electric EMR Stock Holding History

Marshall & Sterling Wealth 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
Q4 		– Sell
-72
Closed -$9.45K – 431
2025
Q3 		$9.45K Hold
72
– – 0.01% 359
2025
Q2 		$9.6K Sell
72
-29
-29% -$3.33K 0.01% 334
2025
Q1 		$11.1K Buy
+101
New +$12.2K 0.01% 301

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marshall & Sterling Wealth Advisors's EMR Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Emerson Electric (EMR) in Q4 2025, closing a stake of 72 shares — an estimated $9.45K sold.

Marshall & Sterling Wealth Advisors first reported a position in EMR in Q1 2025 and held it in 3 quarters. The position peaked at $11.1K in Q1 2025. 2,213 funds tracked by Wall St. Rank hold EMR as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Emerson Electric position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 72 Emerson Electric shares in Q4 2025, an estimated $9.45K.
  • Marshall & Sterling Wealth Advisors first reported a position in Emerson Electric in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Emerson Electric position peaked at $11.1K in Q1 2025.
  • 2,213 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.