OPS
EMR icon

Orion Portfolio Solutions’s Emerson Electric EMR Stock Holding History

Orion Portfolio Solutions’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
Q1 		$5.2M Buy
47,459
+18,069
+61% +$2.18M 0.05% 338
2024
Q4 		$3.64M Buy
29,390
+1,803
+7% +$219K 0.04% 421
2024
Q3 		$3.02M Buy
27,587
+1,630
+6% +$175K 0.03% 502
2024
Q2 		$2.86M Buy
25,957
+17
+0.1% +$1.88K 0.03% 492
2024
Q1 		$2.94M Sell
25,940
-229
-0.9% -$23.5K 0.03% 488
2023
Q4 		$2.51M Sell
26,169
-412
-2% -$37.7K 0.03% 533
2023
Q3 		$2.57M Sell
26,581
-7,400
-22% -$705K 0.03% 505
2023
Q2 		$3.07M Buy
33,981
+116
+0.3% +$9.76K 0.03% 476
2023
Q1 		$2.95M Buy
33,865
+24,092
+247% +$2.11M 0.04% 434
2022
Q4 		$939K Buy
9,773
+1,639
+20% +$147K 0.03% 323
2022
Q3 		$596K Buy
8,134
+772
+10% +$64.1K 0.02% 373
2022
Q2 		$586K Buy
7,362
+477
+7% +$42K 0.02% 361
2022
Q1 		$675K Buy
6,885
+989
+17% +$93.6K 0.02% 351
2021
Q4 		$548K Buy
5,896
+747
+15% +$70.3K 0.02% 403
2021
Q3 		$485K Sell
5,149
-7,044
-58% -$703K 0.02% 395
2021
Q2 		$1.17M Buy
12,193
+5,652
+86% +$531K 0.05% 207
2021
Q1 		$590K Buy
6,541
+837
+15% +$72K 0.03% 285
2020
Q4 		$458K Buy
5,704
+327
+6% +$24.3K 0.02% 313
2020
Q3 		$353K Buy
5,377
+2,003
+59% +$132K 0.02% 317
2020
Q2 		$209K Buy
3,374
+816
+32% +$46.4K 0.01% 397
2020
Q1 		$122K Buy
2,558
+820
+47% +$54K 0.01% 411
2019
Q4 		$133K Buy
+1,738
New +$125K 0.01% 364

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Orion Portfolio Solutions's EMR Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Emerson Electric (EMR) stake by 61% in Q1 2025, buying an estimated $2.18M and bringing the position to 47,459 shares worth $5.2M. The position accounts for 0.05% of the portfolio, ranked #338.

Orion Portfolio Solutions first reported a position in EMR in Q4 2019 and has held it in 22 quarters since. 2,069 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

  • Orion Portfolio Solutions held 47,459 shares of Emerson Electric worth $5.2M as of Q1 2025.
  • Orion Portfolio Solutions bought 18,069 Emerson Electric shares in Q1 2025, an estimated $2.18M.
  • Emerson Electric made up 0.05% of Orion Portfolio Solutions's portfolio in Q1 2025, its #338 holding.
  • Orion Portfolio Solutions first reported a position in Emerson Electric in Q4 2019 and has held it in 22 quarters since.
  • 2,069 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.