Northeast Financial Consultants’s Emerson Electric EMR Stock Holding History

Northeast Financial Consultants’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	$632K	Buy	4,741 +125	+3%	+$14.3K	0.03%	185
2025 Q1	$506K	Hold	4,616	–	–	0.02%	194
2024 Q4	$572K	Hold	4,616	–	–	0.02%	182
2024 Q3	$505K	Hold	4,616	–	–	0.02%	195
2024 Q2	$508K	Sell	4,616 -1,000	-18%	-$111K	0.02%	186
2024 Q1	$637K	Hold	5,616	–	–	0.03%	173
2023 Q4	$547K	Buy	5,616 +1,102	+24%	+$101K	0.03%	180
2023 Q3	$436K	Hold	4,514	–	–	0.03%	192
2023 Q2	$408K	Hold	4,514	–	–	0.03%	201
2023 Q1	$393K	Hold	4,514	–	–	0.03%	221
2022 Q4	$434K	Hold	4,514	–	–	0.03%	203
2022 Q3	$331K	Hold	4,514	–	–	0.02%	248
2022 Q2	$359K	Hold	4,514	–	–	0.03%	236
2022 Q1	$443K	Hold	4,514	–	–	0.03%	244
2021 Q4	$420K	Buy	4,514 +514	+13%	+$48.4K	0.03%	241
2021 Q3	$377K	Hold	4,000	–	–	0.03%	255
2021 Q2	$385K	Hold	4,000	–	–	0.03%	251
2021 Q1	$361K	Hold	4,000	–	–	0.03%	245
2020 Q4	$321K	Hold	4,000	–	–	0.03%	247
2020 Q3	$262K	Sell	4,000 -25	-0.6%	-$1.65K	0.02%	247
2020 Q2	$250K	Buy	+4,025	New	+$229K	0.02%	241
2020 Q1	–	Sell	-4,000	Closed	-$305K	–	282
2019 Q4	$305K	Hold	4,000	–	–	0.03%	234
2019 Q3	$267K	Hold	4,000	–	–	0.03%	258
2019 Q2	$267K	Hold	4,000	–	–	0.03%	259
2019 Q1	$274K	Buy	+4,000	New	+$263K	0.03%	242

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northeast Financial Consultants's EMR Position: Q2 2025 in Review

Northeast Financial Consultants increased its Emerson Electric (EMR) stake by 2.7% in Q2 2025, buying an estimated $14.3K and bringing the position to 4,741 shares worth $632K. The position accounts for 0.03% of the portfolio, ranked #185.

Northeast Financial Consultants first reported a position in EMR in Q1 2019 and has held it in 25 quarters since. The position peaked at $637K in Q1 2024. 2,135 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

Northeast Financial Consultants held 4,741 shares of Emerson Electric worth $632K as of Q2 2025.
Northeast Financial Consultants bought 125 Emerson Electric shares in Q2 2025, an estimated $14.3K.
Emerson Electric made up 0.03% of Northeast Financial Consultants's portfolio in Q2 2025, its #185 holding.
Northeast Financial Consultants first reported a position in Emerson Electric in Q1 2019 and has held it in 25 quarters since.
Northeast Financial Consultants's Emerson Electric position peaked at $637K in Q1 2024.
2,135 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.