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Pacific Capital Wealth Advisors’s Emerson Electric EMR Stock Holding History

Pacific Capital 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
Q1 		– Sell
-404
Closed -$50.1K – 175
2024
Q4 		$50.1K Hold
404
– – 0.01% 149
2024
Q3 		$44.2K Hold
404
– – 0.01% 165
2024
Q2 		$44.5K Sell
404
-24
-6% -$2.65K 0.01% 162
2024
Q1 		$48.5K Buy
428
+24
+6% +$2.46K 0.01% 137
2023
Q4 		$39.3K Buy
+404
New +$37K 0.01% 148

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

Pacific Capital Wealth Advisors's EMR Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Emerson Electric (EMR) in Q1 2025, closing a stake of 404 shares — an estimated $50.1K sold.

Pacific Capital Wealth Advisors first reported a position in EMR in Q4 2023 and held it in 5 quarters. The position peaked at $50.1K in Q4 2024. 2,069 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Emerson Electric position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 404 Emerson Electric shares in Q1 2025, an estimated $50.1K.
  • Pacific Capital Wealth Advisors first reported a position in Emerson Electric in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Emerson Electric position peaked at $50.1K in Q4 2024.
  • 2,069 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.