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Symphony Financial’s Emerson Electric EMR Stock Holding History

Symphony Financial’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 		– Sell
-1,571
Closed -$214K – 319
2025
Q4 		$214K Sell
1,571
-842
-35% -$112K 0.03% 272
2025
Q3 		$314K Sell
2,413
-367
-13% -$50K 0.04% 210
2025
Q2 		$333K Buy
+2,780
New +$319K 0.04% 187
2025
Q1 		– Sell
-2,508
Closed -$325K – 132
2024
Q4 		$325K Sell
2,508
-226
-8% -$27.4K 0.05% 167
2024
Q3 		$299K Sell
2,734
-24
-0.9% -$2.58K 0.05% 185
2024
Q2 		$299K Sell
2,758
-32
-1% -$3.54K 0.05% 173
2024
Q1 		$316K Sell
2,790
-106
-4% -$10.9K 0.07% 148
2023
Q4 		$270K Sell
2,896
-6,218
-68% -$569K 0.06% 171
2023
Q3 		$872K Buy
9,114
+312
+4% +$29.7K 0.21% 83
2023
Q2 		$785K Sell
8,802
-1,069
-11% -$90K 0.19% 98
2023
Q1 		$845K Buy
9,871
+535
+6% +$46.8K 0.22% 91
2022
Q4 		$891K Sell
9,336
-15,527
-62% -$1.4M 0.24% 80
2022
Q3 		$1.84M Buy
24,863
+996
+4% +$82.7K 0.6% 44
2022
Q2 		$1.92M Sell
23,867
-368
-2% -$32.4K 0.57% 38
2022
Q1 		$2.32M Buy
24,235
+1,723
+8% +$163K 0.55% 38
2021
Q4 		$2.07M Buy
22,512
+1,421
+7% +$134K 0.58% 39
2021
Q3 		$2.02M Sell
21,091
-45
-0.2% -$4.49K 0.71% 31
2021
Q2 		$2.03M Buy
+21,136
New +$1.99M 0.69% 34

Other funds holding EMR

BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $501B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return