Optimum Investment Advisors’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $275K | Hold |
2,100
| – | – | 0.11% | 161 |
|
|
2025
Q2 | $280K | Hold |
2,100
| – | – | 0.12% | 146 |
|
|
2025
Q1 | $230K | Hold |
2,100
| – | – | 0.11% | 159 |
|
|
2024
Q4 | $260K | Sell |
2,100
-2,175
| -51% | -$264K | 0.11% | 153 |
|
|
2024
Q3 | $468K | Hold |
4,275
| – | – | 0.2% | 104 |
|
|
2024
Q2 | $471K | Buy |
4,275
+300
| +8% | +$33.2K | 0.21% | 103 |
|
|
2024
Q1 | $451K | Hold |
3,975
| – | – | 0.21% | 106 |
|
|
2023
Q4 | $387K | Sell |
3,975
-1,425
| -26% | -$130K | 0.19% | 112 |
|
|
2023
Q3 | $521K | Sell |
5,400
-600
| -10% | -$57.1K | 0.27% | 90 |
|
|
2023
Q2 | $542K | Buy |
6,000
+800
| +15% | +$67.3K | 0.27% | 94 |
|
|
2023
Q1 | $453K | Hold |
5,200
| – | – | 0.24% | 103 |
|
|
2022
Q4 | $500K | Sell |
5,200
-200
| -4% | -$18K | 0.27% | 94 |
|
|
2022
Q3 | $395K | Hold |
5,400
| – | – | 0.21% | 110 |
|
|
2022
Q2 | $430K | Hold |
5,400
| – | – | 0.22% | 107 |
|
|
2022
Q1 | $529K | Sell |
5,400
-500
| -8% | -$47.3K | 0.22% | 100 |
|
|
2021
Q4 | $549K | Sell |
5,900
-100
| -2% | -$9.42K | 0.21% | 104 |
|
|
2021
Q3 | $565K | Sell |
6,000
-500
| -8% | -$49.9K | 0.24% | 96 |
|
|
2021
Q2 | $626K | Hold |
6,500
| – | – | 0.2% | 109 |
|
|
2021
Q1 | $586K | Buy |
6,500
+800
| +14% | +$68.8K | 0.17% | 124 |
|
|
2020
Q4 | $458K | Buy |
5,700
+400
| +8% | +$29.7K | 0.14% | 141 |
|
|
2020
Q3 | $348K | Buy |
5,300
+600
| +13% | +$39.5K | 0.12% | 154 |
|
|
2020
Q2 | $292K | Buy |
4,700
+2,900
| +161% | +$165K | 0.1% | 181 |
|
|
2020
Q1 | $86K | Hold |
1,800
| – | – | 0.04% | 331 |
|
|
2019
Q4 | $137K | Hold |
1,800
| – | – | 0.04% | 338 |
|
|
2019
Q3 | $120K | Hold |
1,800
| – | – | 0.04% | 344 |
|
|
2019
Q2 | $120K | Buy |
1,800
+300
| +20% | +$20.1K | 0.04% | 339 |
|
|
2019
Q1 | $103K | Hold |
1,500
| – | – | 0.03% | 375 |
|
|
2018
Q4 | $90K | Hold |
1,500
| – | – | 0.03% | 371 |
|
|
2018
Q3 | $115K | Sell |
1,500
-608
| -29% | -$44.9K | 0.03% | 381 |
|
|
2018
Q2 | $146K | Hold |
2,108
| – | – | 0.04% | 340 |
|
|
2018
Q1 | $144K | Buy |
+2,108
| New | +$150K | 0.04% | 335 |
|
|
2015
Q1 | $175K | Sell |
3,100
-314
| -9% | -$18.2K | 0.06% | 305 |
|
|
2014
Q4 | $211K | Sell |
3,414
-246
| -7% | -$15.4K | 0.07% | 259 |
|
|
2014
Q3 | $232K | Sell |
3,660
-680
| -16% | -$44.2K | 0.08% | 231 |
|
|
2014
Q2 | $288K | Buy |
4,340
+2,100
| +94% | +$141K | 0.09% | 205 |
|
|
2014
Q1 | $150K | Sell |
2,240
-246
| -10% | -$16.2K | 0.06% | 256 |
|
|
2013
Q4 | $174K | Buy |
2,486
+492
| +25% | +$32.9K | 0.07% | 239 |
|
|
2013
Q3 | $129K | Buy |
+1,994
| New | +$122K | 0.05% | 257 |
|
Other funds holding EMR
Optimum Investment Advisors's EMR Position: Q3 2025 in Review
Optimum Investment Advisors held its Emerson Electric (EMR) position steady in Q3 2025 at 2,100 shares worth $275K. The position accounts for 0.11% of the portfolio, ranked #161.
Optimum Investment Advisors first reported a position in EMR in Q3 2013 and has held it in 38 quarters since. The position peaked at $626K in Q2 2021. 2,101 funds tracked by Wall St. Rank hold EMR as of Q3 2025.
- Optimum Investment Advisors held 2,100 shares of Emerson Electric worth $275K as of Q3 2025.
- Optimum Investment Advisors left its Emerson Electric share count unchanged in Q3 2025.
- Emerson Electric made up 0.11% of Optimum Investment Advisors's portfolio in Q3 2025, its #161 holding.
- Optimum Investment Advisors first reported a position in Emerson Electric in Q3 2013 and has held it in 38 quarters since.
- Optimum Investment Advisors's Emerson Electric position peaked at $626K in Q2 2021.
- 2,101 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.