PFG Private Wealth Management’s Emerson Electric EMR Stock Holding History

PFG Private Wealth Management’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 Q2	–	Sell	-108	Closed	-$11.8K	–	115
2025 Q1	$11.8K	Buy	108 +66	+157%	+$7.96K	0.01%	142
2024 Q4	$5.21K	Hold	42	–	–	﹤0.01%	153
2024 Q3	$4.59K	Hold	42	–	–	﹤0.01%	164
2024 Q2	$4.63K	Hold	42	–	–	﹤0.01%	161
2024 Q1	$4.76K	Hold	42	–	–	﹤0.01%	153
2023 Q4	$4.09K	Hold	42	–	–	﹤0.01%	165
2023 Q3	$4.06K	Hold	42	–	–	﹤0.01%	229
2023 Q2	$3.8K	Hold	42	–	–	﹤0.01%	238
2023 Q1	$3.66K	Hold	42	–	–	﹤0.01%	240
2022 Q4	$4K	Hold	42	–	–	﹤0.01%	234
2022 Q3	$3K	Sell	42 -2,805	-99%	-$233K	﹤0.01%	255
2022 Q2	$226K	Buy	2,847 +85	+3%	+$7.49K	0.13%	54
2022 Q1	$271K	Buy	2,762 +2,720	+6,476%	+$258K	0.14%	49
2021 Q4	$4K	Hold	42	–	–	﹤0.01%	234
2021 Q3	$4K	Buy	+42	New	+$4.19K	﹤0.01%	216

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

PFG Private Wealth Management's EMR Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Emerson Electric (EMR) in Q2 2025, closing a stake of 108 shares — an estimated $11.8K sold.

PFG Private Wealth Management first reported a position in EMR in Q3 2021 and held it in 15 quarters. The position peaked at $271K in Q1 2022. 2,135 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

PFG Private Wealth Management reported no remaining Emerson Electric position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 108 Emerson Electric shares in Q2 2025, an estimated $11.8K.
PFG Private Wealth Management first reported a position in Emerson Electric in Q3 2021 and held it in 15 quarters.
PFG Private Wealth Management's Emerson Electric position peaked at $271K in Q1 2022.
2,135 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.