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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
2024
Q4 		– Sell
-5,238
Closed -$573K – 175
2024
Q3 		$573K Buy
+5,238
New +$564K 0.14% 67
2024
Q2 		– Sell
-5,951
Closed -$675K – 148
2024
Q1 		$675K Buy
+5,951
New +$611K 0.22% 51

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
Invesco
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.