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Phillips Financial Management’s Emerson Electric EMR Stock Holding History

Phillips Financial 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
Q4 		– Sell
-2,620
Closed -$344K – 310
2025
Q3 		$344K Buy
+2,620
New +$357K 0.02% 162

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Phillips Financial Management's EMR Position: Q4 2025 in Review

Phillips Financial Management sold out of Emerson Electric (EMR) in Q4 2025, closing a stake of 2,620 shares — an estimated $344K sold.

Phillips Financial Management first reported a position in EMR in Q3 2025 and held it in 1 quarter. The position peaked at $344K in Q3 2025. 2,213 funds tracked by Wall St. Rank hold EMR as of Q4 2025.

  • Phillips Financial Management reported no remaining Emerson Electric position as of Q4 2025 after selling out during the quarter.
  • Phillips Financial Management sold 2,620 Emerson Electric shares in Q4 2025, an estimated $344K.
  • Phillips Financial Management first reported a position in Emerson Electric in Q3 2025 and held it in 1 quarter.
  • Phillips Financial Management's Emerson Electric position peaked at $344K in Q3 2025.
  • 2,213 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2025.

Based on Phillips Financial Management's 13F filing for Q4 2025, filed 26 Jan 2026.