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Milestone Asset Management’s Emerson Electric EMR Stock Holding History

Milestone Asset 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
Q2 		– Sell
-5,165
Closed -$566K – 214
2025
Q1 		$566K Buy
+5,165
New +$623K 0.12% 130

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Milestone Asset Management's EMR Position: Q2 2025 in Review

Milestone Asset Management sold out of Emerson Electric (EMR) in Q2 2025, closing a stake of 5,165 shares — an estimated $566K sold.

Milestone Asset Management first reported a position in EMR in Q1 2025 and held it in 1 quarter. The position peaked at $566K in Q1 2025. 2,135 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

  • Milestone Asset Management reported no remaining Emerson Electric position as of Q2 2025 after selling out during the quarter.
  • Milestone Asset Management sold 5,165 Emerson Electric shares in Q2 2025, an estimated $566K.
  • Milestone Asset Management first reported a position in Emerson Electric in Q1 2025 and held it in 1 quarter.
  • Milestone Asset Management's Emerson Electric position peaked at $566K in Q1 2025.
  • 2,135 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on Milestone Asset Management's 13F filing for Q2 2025, filed 5 Aug 2025.