RFG - Bristol Wealth Advisors’s Emerson Electric EMR Stock Holding History

RFG - Bristol 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 Q4	–	Sell	-1,556	Closed	-$204K	–	177
2025 Q3	$204K	Buy	1,556 +4	+0.3%	+$545	0.06%	171
2025 Q2	$207K	Sell	1,552 -448	-22%	-$51.4K	0.06%	168
2025 Q1	$219K	Buy	2,000 +6	+0.3%	+$723	0.07%	156
2024 Q4	$247K	Buy	+1,994	New	+$242K	0.08%	136

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

RFG - Bristol Wealth Advisors's EMR Position: Q4 2025 in Review

RFG - Bristol Wealth Advisors sold out of Emerson Electric (EMR) in Q4 2025, closing a stake of 1,556 shares — an estimated $204K sold.

RFG - Bristol Wealth Advisors first reported a position in EMR in Q4 2024 and held it in 4 quarters. The position peaked at $247K in Q4 2024. 2,213 funds tracked by Wall St. Rank hold EMR as of Q4 2025.

RFG - Bristol Wealth Advisors reported no remaining Emerson Electric position as of Q4 2025 after selling out during the quarter.
RFG - Bristol Wealth Advisors sold 1,556 Emerson Electric shares in Q4 2025, an estimated $204K.
RFG - Bristol Wealth Advisors first reported a position in Emerson Electric in Q4 2024 and held it in 4 quarters.
RFG - Bristol Wealth Advisors's Emerson Electric position peaked at $247K in Q4 2024.
2,213 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2025.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.