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Proquility Private Wealth Partners’s Emerson Electric EMR Stock Holding History

Proquility Private Wealth Partners’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 		$3.13M Sell
28,511
-2,085
-7% -$251K 0.96% 37
2024
Q4 		$3.79M Buy
30,596
+275
+0.9% +$33.4K 1.22% 32
2024
Q3 		$3.32M Buy
30,321
+4,663
+18% +$502K 1.06% 31
2024
Q2 		$2.83M Sell
25,658
-6,489
-20% -$717K 0.96% 37
2024
Q1 		$3.65M Buy
32,147
+4,755
+17% +$488K 1.25% 26
2023
Q4 		$2.67M Buy
27,392
+2,116
+8% +$194K 1.01% 38
2023
Q3 		$2.44M Sell
25,276
-160
-0.6% -$15.2K 1% 34
2023
Q2 		$2.3M Sell
25,436
-8
-0% -$673 0.9% 38
2023
Q1 		$2.22M Sell
25,444
-4,129
-14% -$361K 0.88% 37
2022
Q4 		$2.84M Sell
29,573
-62
-0.2% -$5.57K 1.17% 28
2022
Q3 		$2.17M Buy
29,635
+1,286
+5% +$107K 1% 37
2022
Q2 		$2.25M Sell
28,349
-133
-0.5% -$11.7K 0.97% 34
2022
Q1 		$2.36M Buy
28,482
+312
+1% +$29.5K 0.98% 36
2021
Q4 		$2.73M Buy
28,170
+75
+0.3% +$7.06K 0.96% 35
2021
Q3 		$2.65M Buy
28,095
+677
+2% +$67.5K 1% 35
2021
Q2 		$2.64M Buy
27,418
+717
+3% +$67.4K 0.99% 38
2021
Q1 		$2.41M Buy
26,701
+5,224
+24% +$449K 0.96% 36
2020
Q4 		$1.73M Buy
+21,477
New +$1.6M 0.79% 38

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

Proquility Private Wealth Partners's EMR Position: Q1 2025 in Review

Proquility Private Wealth Partners reduced its Emerson Electric (EMR) stake by 6.8% in Q1 2025, selling an estimated $251K and leaving 28,511 shares worth $3.13M. The position accounts for 0.96% of the portfolio, ranked #37.

Proquility Private Wealth Partners first reported a position in EMR in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.79M in Q4 2024. 2,069 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

  • Proquility Private Wealth Partners held 28,511 shares of Emerson Electric worth $3.13M as of Q1 2025.
  • Proquility Private Wealth Partners sold 2,085 Emerson Electric shares in Q1 2025, an estimated $251K.
  • Emerson Electric made up 0.96% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #37 holding.
  • Proquility Private Wealth Partners first reported a position in Emerson Electric in Q4 2020 and has held it in 18 quarters since.
  • Proquility Private Wealth Partners's Emerson Electric position peaked at $3.79M in Q4 2024.
  • 2,069 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.