SteelPeak Wealth’s Emerson Electric EMR Stock Holding History

SteelPeak Wealth’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	–	Sell	-1,776	Closed	-$233K	–	568
2025 Q3	$233K	Buy	+1,776	New	+$242K	0.01%	510
2024 Q2	–	Sell	-32,765	Closed	-$3.72M	–	555
2024 Q1	$3.72M	Buy	+32,765	New	+$3.37M	0.19%	97

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SteelPeak Wealth's EMR Position: Q4 2025 in Review

SteelPeak Wealth sold out of Emerson Electric (EMR) in Q4 2025, closing a stake of 1,776 shares — an estimated $233K sold.

SteelPeak Wealth first reported a position in EMR in Q1 2024 and held it in 2 quarters. The position peaked at $3.72M in Q1 2024. 2,213 funds tracked by Wall St. Rank hold EMR as of Q4 2025.

SteelPeak Wealth reported no remaining Emerson Electric position as of Q4 2025 after selling out during the quarter.
SteelPeak Wealth sold 1,776 Emerson Electric shares in Q4 2025, an estimated $233K.
SteelPeak Wealth first reported a position in Emerson Electric in Q1 2024 and held it in 2 quarters.
SteelPeak Wealth's Emerson Electric position peaked at $3.72M in Q1 2024.
2,213 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.