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MGB Wealth Management’s Emerson Electric EMR Stock Holding History

MGB 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 		$242K Buy
1,822
+154
+9% +$20.4K 0.07% 195
2025
Q3 		$218K Hold
1,668
– – 0.06% 212
2025
Q2 		$222K Buy
+1,668
New +$191K 0.07% 201
2025
Q1 		– Sell
-1,646
Closed -$204K – 299
2024
Q4 		$204K Buy
+1,646
New +$200K 0.06% 191

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

MGB Wealth Management's EMR Position: Q4 2025 in Review

MGB Wealth Management increased its Emerson Electric (EMR) stake by 9.2% in Q4 2025, buying an estimated $20.4K and bringing the position to 1,822 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #195.

MGB Wealth Management first reported a position in EMR in Q4 2024 and has held it in 4 quarters since. 2,208 funds tracked by Wall St. Rank hold EMR as of Q4 2025.

  • MGB Wealth Management held 1,822 shares of Emerson Electric worth $242K as of Q4 2025.
  • MGB Wealth Management bought 154 Emerson Electric shares in Q4 2025, an estimated $20.4K.
  • Emerson Electric made up 0.07% of MGB Wealth Management's portfolio in Q4 2025, its #195 holding.
  • MGB Wealth Management first reported a position in Emerson Electric in Q4 2024 and has held it in 4 quarters since.
  • 2,208 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.