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Sonora Investment Management Group’s Emerson Electric EMR Stock Holding History

Sonora Investment Management 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
Q3 		$9.3M Sell
70,916
-1,891
-3% -$258K 0.66% 48
2025
Q2 		$9.71M Sell
72,807
-5,081
-7% -$583K 0.72% 45
2025
Q1 		$8.54M Sell
77,888
-495
-0.6% -$59.7K 0.68% 50
2024
Q4 		$9.71M Buy
78,383
+2,897
+4% +$351K 0.74% 46
2024
Q3 		$8.26M Sell
75,486
-1,371
-2% -$148K 0.61% 58
2024
Q2 		$8.72M Hold
76,857
– – 0.68% 56
2024
Q1 		$8.72M Sell
76,857
-276
-0.4% -$28.3K 0.68% 56
2023
Q4 		$7.51M Sell
77,133
-12,346
-14% -$1.13M 0.61% 61
2023
Q3 		$8.64M Sell
89,479
-1,009
-1% -$96.1K 0.74% 48
2023
Q2 		$8.18M Sell
90,488
-3,212
-3% -$270K 0.69% 54
2023
Q1 		$8.16M Sell
93,700
-1,325
-1% -$116K 0.71% 55
2022
Q4 		$9.13M Sell
95,025
-3,775
-4% -$339K 0.83% 42
2022
Q3 		$7.86M Hold
98,800
– – 1.01% 38
2022
Q2 		$7.86M Buy
98,800
+1,340
+1% +$118K 0.74% 52
2022
Q1 		$9.56M Buy
97,460
+481
+0.5% +$45.5K 1.08% 32
2021
Q4 		$9.02M Buy
+96,979
New +$9.13M 1.05% 35

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sonora Investment Management Group's EMR Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Emerson Electric (EMR) stake by 2.6% in Q3 2025, selling an estimated $258K and leaving 70,916 shares worth $9.3M. The position accounts for 0.66% of the portfolio, ranked #48.

Sonora Investment Management Group first reported a position in EMR in Q4 2021 and has held it in 16 quarters since. The position peaked at $9.71M in Q4 2024. 2,101 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

  • Sonora Investment Management Group held 70,916 shares of Emerson Electric worth $9.3M as of Q3 2025.
  • Sonora Investment Management Group sold 1,891 Emerson Electric shares in Q3 2025, an estimated $258K.
  • Emerson Electric made up 0.66% of Sonora Investment Management Group's portfolio in Q3 2025, its #48 holding.
  • Sonora Investment Management Group first reported a position in Emerson Electric in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Emerson Electric position peaked at $9.71M in Q4 2024.
  • 2,101 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.