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Ruedi Wealth Management’s Emerson Electric EMR Stock Holding History

Ruedi 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
-32
Closed -$3.51K – 142
2025
Q1 		$3.51K Hold
32
– – ﹤0.01% 239
2024
Q4 		$3.97K Hold
32
– – ﹤0.01% 230
2024
Q3 		$3.5K Hold
32
– – ﹤0.01% 241
2024
Q2 		$3.52K Hold
32
– – ﹤0.01% 280
2024
Q1 		$3.63K Hold
32
– – ﹤0.01% 216
2023
Q4 		$3.12K Buy
+32
New +$2.93K ﹤0.01% 194

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Ruedi Wealth Management's EMR Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Emerson Electric (EMR) in Q2 2025, closing a stake of 32 shares — an estimated $3.51K sold.

Ruedi Wealth Management first reported a position in EMR in Q4 2023 and held it in 6 quarters. The position peaked at $3.97K in Q4 2024. 2,135 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Emerson Electric position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 32 Emerson Electric shares in Q2 2025, an estimated $3.51K.
  • Ruedi Wealth Management first reported a position in Emerson Electric in Q4 2023 and held it in 6 quarters.
  • Ruedi Wealth Management's Emerson Electric position peaked at $3.97K in Q4 2024.
  • 2,135 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.