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Sandbox Financial Partners’s Emerson Electric EMR Stock Holding History

Sandbox Financial 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
Q2 		– Sell
-1,925
Closed -$211K – 125
2025
Q1 		$211K Sell
1,925
-17
-0.9% -$2.05K 0.07% 103
2024
Q4 		$241K Buy
1,942
+97
+5% +$11.8K 0.08% 97
2024
Q3 		$202K Buy
1,845
+9
+0.5% +$968 0.07% 106
2024
Q2 		$202K Buy
1,836
+32
+2% +$3.54K 0.08% 95
2024
Q1 		$205K Buy
+1,804
New +$185K 0.09% 94
2023
Q1 		– Sell
-2,168
Closed -$208K – 95
2022
Q4 		$208K Buy
+2,168
New +$195K 0.14% 77

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

Sandbox Financial Partners's EMR Position: Q2 2025 in Review

Sandbox Financial Partners sold out of Emerson Electric (EMR) in Q2 2025, closing a stake of 1,925 shares — an estimated $211K sold.

Sandbox Financial Partners first reported a position in EMR in Q4 2022 and held it in 6 quarters. The position peaked at $241K in Q4 2024. 2,135 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

  • Sandbox Financial Partners reported no remaining Emerson Electric position as of Q2 2025 after selling out during the quarter.
  • Sandbox Financial Partners sold 1,925 Emerson Electric shares in Q2 2025, an estimated $211K.
  • Sandbox Financial Partners first reported a position in Emerson Electric in Q4 2022 and held it in 6 quarters.
  • Sandbox Financial Partners's Emerson Electric position peaked at $241K in Q4 2024.
  • 2,135 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on Sandbox Financial Partners's 13F filing for Q2 2025, filed 9 Jul 2025.