Oak Hill Wealth Advisors’s Emerson Electric EMR Stock Holding History

Oak Hill 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 Q3	$677K	Hold	5,162	–	–	0.13%	88
2025 Q2	$716K	Hold	5,162	–	–	0.15%	77
2025 Q1	$566K	Sell	5,162 -301	-6%	-$36.3K	0.13%	82
2024 Q4	$677K	Buy	+5,463	New	+$663K	0.16%	67
2024 Q3	–	Sell	-5,238	Closed	-$564K	–	153
2024 Q2	$577K	Buy	+5,238	New	+$579K	0.17%	55
2024 Q1	–	Sell	-5,951	Closed	-$611K	–	141
2023 Q4	$579K	Hold	5,951	–	–	0.2%	55
2023 Q3	$575K	Sell	5,951 -20	-0.3%	-$1.91K	0.22%	54
2023 Q2	$540K	Sell	5,971 -65	-1%	-$5.47K	0.2%	58
2023 Q1	$526K	Hold	6,036	–	–	0.21%	59
2022 Q4	$580K	Buy	+6,036	New	+$543K	0.24%	61

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Oak Hill Wealth Advisors's EMR Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its Emerson Electric (EMR) position steady in Q3 2025 at 5,162 shares worth $677K. The position accounts for 0.13% of the portfolio, ranked #88.

Oak Hill Wealth Advisors first reported a position in EMR in Q4 2022 and has held it in 10 quarters since. The position peaked at $716K in Q2 2025. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

Oak Hill Wealth Advisors held 5,162 shares of Emerson Electric worth $677K as of Q3 2025.
Oak Hill Wealth Advisors left its Emerson Electric share count unchanged in Q3 2025.
Emerson Electric made up 0.13% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #88 holding.
Oak Hill Wealth Advisors first reported a position in Emerson Electric in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's Emerson Electric position peaked at $716K in Q2 2025.
2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.