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Secure Asset Management’s Emerson Electric EMR Stock Holding History

Secure Asset 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
Q3 		– Sell
-11,300
Closed -$1.51M – 320
2025
Q2 		$1.51M Sell
11,300
-6,967
-38% -$799K 0.28% 91
2025
Q1 		$2M Buy
18,267
+1,821
+11% +$220K 0.4% 81
2024
Q4 		$2.04M Buy
+16,446
New +$1.99M 0.31% 78
2023
Q2 		– Sell
-2,445
Closed -$213K – 188
2023
Q1 		$213K Buy
2,445
+14
+0.6% +$1.22K 0.07% 175
2022
Q4 		$234K Buy
+2,431
New +$219K 0.08% 173
2022
Q3 		– Sell
-2,684
Closed -$213K – 165
2022
Q2 		$213K Buy
2,684
+20
+0.8% +$1.76K 0.12% 149
2022
Q1 		$261K Sell
2,664
-564
-17% -$53.4K 0.12% 157
2021
Q4 		$300K Sell
3,228
-80
-2% -$7.53K 0.12% 147
2021
Q3 		$312K Sell
3,308
-266
-7% -$26.5K 0.15% 119
2021
Q2 		$344K Sell
3,574
-248
-6% -$23.3K 0.17% 117
2021
Q1 		$345K Buy
3,822
+17
+0.4% +$1.46K 0.19% 115
2020
Q4 		$306K Buy
3,805
+18
+0.5% +$1.34K 0.18% 111
2020
Q3 		$248K Sell
3,787
-35
-0.9% -$2.31K 0.17% 116
2020
Q2 		$237K Buy
+3,822
New +$217K 0.17% 135
2020
Q1 		– Sell
-4,703
Closed -$359K – 123
2019
Q4 		$359K Buy
+4,703
New +$339K 0.25% 101

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Secure Asset Management's EMR Position: Q3 2025 in Review

Secure Asset Management sold out of Emerson Electric (EMR) in Q3 2025, closing a stake of 11,300 shares — an estimated $1.51M sold.

Secure Asset Management first reported a position in EMR in Q4 2019 and held it in 15 quarters. The position peaked at $2.04M in Q4 2024. 2,103 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

  • Secure Asset Management reported no remaining Emerson Electric position as of Q3 2025 after selling out during the quarter.
  • Secure Asset Management sold 11,300 Emerson Electric shares in Q3 2025, an estimated $1.51M.
  • Secure Asset Management first reported a position in Emerson Electric in Q4 2019 and held it in 15 quarters.
  • Secure Asset Management's Emerson Electric position peaked at $2.04M in Q4 2024.
  • 2,103 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Secure Asset Management's 13F filing for Q3 2025, filed 9 Oct 2025.