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Strait & Sound Wealth Management’s Emerson Electric EMR Stock Holding History

Strait & Sound Wealth 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
2026
Q1 		$266K Hold
2,031
– – 0.1% 137
2025
Q4 		$270K Hold
2,031
– – 0.1% 121
2025
Q3 		$266K Hold
2,031
– – 0.1% 125
2025
Q2 		$271K Sell
2,031
-40
-2% -$4.59K 0.12% 122
2025
Q1 		$227K Sell
2,071
-740
-26% -$89.2K 0.11% 134
2024
Q4 		$348K Hold
2,811
– – 0.16% 99
2024
Q3 		$307K Sell
2,811
-2,078
-43% -$224K 0.15% 104
2024
Q2 		$539K Sell
4,889
-380
-7% -$42K 0.27% 62
2024
Q1 		$598K Hold
5,269
– – 0.33% 50
2023
Q4 		$487K Hold
5,269
– – 0.3% 59
2023
Q3 		$509K Buy
+5,269
New +$502K 0.44% 51

Other funds holding EMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return