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SageView Advisory Group’s Emerson Electric EMR Stock Holding History

SageView Advisory Group’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 		$1.83M Buy
13,817
+354
+3% +$47K 0.06% 160
2025
Q3 		$1.77M Buy
13,463
+9,839
+271% +$1.34M 0.06% 177
2025
Q2 		$542K Sell
3,624
-187
-5% -$21.5K 0.02% 357
2025
Q1 		$418K Sell
3,811
-109
-3% -$13.1K 0.02% 381
2024
Q4 		$486K Buy
3,920
+176
+5% +$21.3K 0.02% 346
2024
Q3 		$409K Sell
3,744
-1,301
-26% -$140K 0.02% 327
2024
Q2 		$556K Sell
5,045
-140
-3% -$15.5K 0.03% 319
2024
Q1 		$588K Sell
5,185
-6,342
-55% -$651K 0.03% 290
2023
Q4 		$1.09M Sell
11,527
-2,336
-17% -$214K 0.05% 238
2023
Q3 		$1.34M Sell
13,863
-2,777
-17% -$264K 0.08% 173
2023
Q2 		$1.5M Buy
16,640
+1,117
+7% +$94K 0.08% 156
2023
Q1 		$1.35M Buy
15,523
+11,738
+310% +$1.03M 0.09% 160
2022
Q4 		$364K Buy
+3,785
New +$340K 0.03% 295

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SageView Advisory Group's EMR Position: Q4 2025 in Review

SageView Advisory Group increased its Emerson Electric (EMR) stake by 2.6% in Q4 2025, buying an estimated $47K and bringing the position to 13,817 shares worth $1.83M. The position accounts for 0.06% of the portfolio, ranked #160.

SageView Advisory Group first reported a position in EMR in Q4 2022 and has held it in 13 quarters since. 2,209 funds tracked by Wall St. Rank hold EMR as of Q4 2025.

  • SageView Advisory Group held 13,817 shares of Emerson Electric worth $1.83M as of Q4 2025.
  • SageView Advisory Group bought 354 Emerson Electric shares in Q4 2025, an estimated $47K.
  • Emerson Electric made up 0.06% of SageView Advisory Group's portfolio in Q4 2025, its #160 holding.
  • SageView Advisory Group first reported a position in Emerson Electric in Q4 2022 and has held it in 13 quarters since.
  • 2,209 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.