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Meridian Wealth Advisors’s Emerson Electric EMR Stock Holding History

Meridian 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
Q1 		– Sell
-1,798
Closed -$223K – 172
2024
Q4 		$223K Buy
+1,798
New +$218K 0.04% 168
2023
Q2 		– Sell
-2,458
Closed -$214K – 186
2023
Q1 		$214K Buy
2,458
+300
+14% +$26.2K 0.05% 176
2022
Q4 		$207K Buy
+2,158
New +$194K 0.05% 181
2019
Q3 		– Sell
-3,234
Closed -$216K – 157
2019
Q2 		$216K Buy
3,234
+207
+7% +$13.9K 0.15% 117
2019
Q1 		$207K Sell
3,027
-135
-4% -$8.88K 0.15% 118
2018
Q4 		$189K Buy
+3,162
New +$213K 0.15% 123

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

Meridian Wealth Advisors's EMR Position: Q1 2025 in Review

Meridian Wealth Advisors sold out of Emerson Electric (EMR) in Q1 2025, closing a stake of 1,798 shares — an estimated $223K sold.

Meridian Wealth Advisors first reported a position in EMR in Q4 2018 and held it in 6 quarters. The position peaked at $223K in Q4 2024. 2,069 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

  • Meridian Wealth Advisors reported no remaining Emerson Electric position as of Q1 2025 after selling out during the quarter.
  • Meridian Wealth Advisors sold 1,798 Emerson Electric shares in Q1 2025, an estimated $223K.
  • Meridian Wealth Advisors first reported a position in Emerson Electric in Q4 2018 and held it in 6 quarters.
  • Meridian Wealth Advisors's Emerson Electric position peaked at $223K in Q4 2024.
  • 2,069 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on Meridian Wealth Advisors's 13F filing for Q1 2025, filed 5 May 2025.