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Spectrum Wealth Counsel’s Emerson Electric EMR Stock Holding History

Spectrum Wealth Counsel’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
Q1 		– Sell
-40
Closed -$4.96K – 378
2024
Q4 		$4.96K Hold
40
– – ﹤0.01% 258
2024
Q3 		$4.38K Hold
40
– – ﹤0.01% 274
2024
Q2 		$4.41K Hold
40
– – ﹤0.01% 319
2024
Q1 		$4.54K Buy
+40
New +$4.11K ﹤0.01% 324

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Spectrum Wealth Counsel's EMR Position: Q1 2025 in Review

Spectrum Wealth Counsel sold out of Emerson Electric (EMR) in Q1 2025, closing a stake of 40 shares — an estimated $4.96K sold.

Spectrum Wealth Counsel first reported a position in EMR in Q1 2024 and held it in 4 quarters. The position peaked at $4.96K in Q4 2024. 2,069 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

  • Spectrum Wealth Counsel reported no remaining Emerson Electric position as of Q1 2025 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 40 Emerson Electric shares in Q1 2025, an estimated $4.96K.
  • Spectrum Wealth Counsel first reported a position in Emerson Electric in Q1 2024 and held it in 4 quarters.
  • Spectrum Wealth Counsel's Emerson Electric position peaked at $4.96K in Q4 2024.
  • 2,069 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.