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Strategic Wealth Investment Group’s Emerson Electric EMR Stock Holding History

Strategic Wealth 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 		– Sell
-100
Closed -$13.3K – 149
2025
Q2 		$13.3K Buy
+100
New +$11.5K 0.02% 85

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

Strategic Wealth Investment Group's EMR Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of Emerson Electric (EMR) in Q3 2025, closing a stake of 100 shares — an estimated $13.3K sold.

Strategic Wealth Investment Group first reported a position in EMR in Q2 2025 and held it in 1 quarter. The position peaked at $13.3K in Q2 2025. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining Emerson Electric position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 100 Emerson Electric shares in Q3 2025, an estimated $13.3K.
  • Strategic Wealth Investment Group first reported a position in Emerson Electric in Q2 2025 and held it in 1 quarter.
  • Strategic Wealth Investment Group's Emerson Electric position peaked at $13.3K in Q2 2025.
  • 2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.