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Principia Wealth Advisory’s Emerson Electric EMR Stock Holding History

Principia Wealth Advisory’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 		$4.11K Buy
31
+5
+19% +$663 ﹤0.01% 310
2025
Q3 		$3.41K Buy
26
+7
+37% +$954 ﹤0.01% 335
2025
Q2 		$2.53K Buy
19
+3
+19% +$344 ﹤0.01% 337
2025
Q1 		$1.67K Buy
16
+2
+14% +$241 ﹤0.01% 314
2024
Q4 		$1.74K Buy
+14
New +$1.7K ﹤0.01% 266

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

Principia Wealth Advisory's EMR Position: Q4 2025 in Review

Principia Wealth Advisory increased its Emerson Electric (EMR) stake by 19% in Q4 2025, buying an estimated $663 and bringing the position to 31 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Principia Wealth Advisory first reported a position in EMR in Q4 2024 and has held it in 5 quarters since. 2,213 funds tracked by Wall St. Rank hold EMR as of Q4 2025.

  • Principia Wealth Advisory held 31 shares of Emerson Electric worth $4.11K as of Q4 2025.
  • Principia Wealth Advisory bought 5 Emerson Electric shares in Q4 2025, an estimated $663.
  • Emerson Electric made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #310 holding.
  • Principia Wealth Advisory first reported a position in Emerson Electric in Q4 2024 and has held it in 5 quarters since.
  • 2,213 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.