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Stonegate Investment Group’s Emerson Electric EMR Stock Holding History

Stonegate Investment 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 		$861K Sell
6,562
-725
-10% -$98.8K 0.02% 190
2025
Q2 		$972K Sell
7,287
-1,000
-12% -$115K 0.02% 183
2025
Q1 		$909K Sell
8,287
-1,368
-14% -$165K 0.02% 161
2024
Q4 		$1.2M Buy
9,655
+470
+5% +$57K 0.03% 142
2024
Q3 		$1M Buy
9,185
+405
+5% +$43.6K 0.03% 165
2024
Q2 		$967K Buy
8,780
+1,500
+21% +$166K 0.03% 167
2024
Q1 		$826K Hold
7,280
– – 0.03% 180
2023
Q4 		$709K Sell
7,280
-623
-8% -$57K 0.02% 184
2023
Q3 		$763K Sell
7,903
-2,356
-23% -$224K 0.03% 168
2023
Q2 		$927K Hold
10,259
– – 0.03% 167
2023
Q1 		$894K Sell
10,259
-512
-5% -$44.7K 0.03% 167
2022
Q4 		$1.03M Sell
10,771
-4,365
-29% -$392K 0.04% 141
2022
Q3 		$1.11M Sell
15,136
-2,385
-14% -$198K 0.05% 128
2022
Q2 		$1.39M Sell
17,521
-1,538
-8% -$136K 0.06% 124
2022
Q1 		$1.87M Sell
19,059
-766
-4% -$72.5K 0.06% 104
2021
Q4 		$1.84M Buy
+19,825
New +$1.87M 0.08% 106

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

Stonegate Investment Group's EMR Position: Q3 2025 in Review

Stonegate Investment Group reduced its Emerson Electric (EMR) stake by 9.9% in Q3 2025, selling an estimated $98.8K and leaving 6,562 shares worth $861K. The position accounts for 0.02% of the portfolio, ranked #190.

Stonegate Investment Group first reported a position in EMR in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.87M in Q1 2022. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

  • Stonegate Investment Group held 6,562 shares of Emerson Electric worth $861K as of Q3 2025.
  • Stonegate Investment Group sold 725 Emerson Electric shares in Q3 2025, an estimated $98.8K.
  • Emerson Electric made up 0.02% of Stonegate Investment Group's portfolio in Q3 2025, its #190 holding.
  • Stonegate Investment Group first reported a position in Emerson Electric in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Emerson Electric position peaked at $1.87M in Q1 2022.
  • 2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.