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Transform Wealth’s Emerson Electric EMR Stock Holding History

Transform 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
Q1 		$2.24M Sell
20,395
-36,218
-64% -$4.37M 0.14% 111
2024
Q4 		$7.02M Buy
+56,613
New +$6.87M 0.39% 64
2023
Q2 		– Sell
-73,719
Closed -$6.42M – 267
2023
Q1 		$6.42M Sell
73,719
-23,182
-24% -$2.03M 0.61% 55
2022
Q4 		$9.31M Sell
96,901
-1,040
-1% -$93.5K 1.04% 32
2022
Q3 		$7.17M Buy
97,941
+3,072
+3% +$255K 0.93% 36
2022
Q2 		$7.55M Buy
94,869
+5,499
+6% +$485K 1.12% 29
2022
Q1 		$8.76M Sell
89,370
-4,820
-5% -$456K 0.98% 33
2021
Q4 		$8.76M Buy
94,190
+14,656
+18% +$1.38M 0.91% 36
2021
Q3 		$7.49M Sell
79,534
-357
-0.4% -$35.6K 0.86% 44
2021
Q2 		$7.69M Buy
79,891
+28,051
+54% +$2.64M 0.94% 38
2021
Q1 		$4.68M Sell
51,840
-499
-1% -$42.9K 0.94% 36
2020
Q4 		$4.21M Buy
52,339
+3,034
+6% +$226K 0.88% 39
2020
Q3 		$3.23M Buy
+49,305
New +$3.25M 0.52% 63
2019
Q2 		– Sell
-3,350
Closed -$229K – 235
2019
Q1 		$229K Sell
3,350
-1,700
-34% -$112K 0.04% 152
2018
Q4 		$302K Sell
5,050
-325
-6% -$21.9K 0.06% 147
2018
Q3 		$412K Sell
5,375
-592
-10% -$43.7K 0.07% 153
2018
Q2 		$413K Sell
5,967
-533
-8% -$37.5K 0.07% 166
2018
Q1 		$444K Sell
6,500
-100
-2% -$7.12K 0.08% 179
2017
Q4 		$460K Sell
6,600
-400
-6% -$25.9K 0.08% 189
2017
Q3 		$440K Sell
7,000
-233
-3% -$14.1K 0.15% 155
2017
Q2 		$431K Sell
7,233
-260
-3% -$15.4K 0.49% 48
2017
Q1 		$449K Sell
7,493
-300
-4% -$17.9K 0.17% 156
2016
Q4 		$434K Buy
7,793
+600
+8% +$32.3K 0.17% 159
2016
Q3 		$392K Sell
7,193
-900
-11% -$48.2K 0.17% 156
2016
Q2 		$422K Buy
+8,093
New +$430K 0.18% 154

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Transform Wealth's EMR Position: Q1 2025 in Review

Transform Wealth reduced its Emerson Electric (EMR) stake by 64% in Q1 2025, selling an estimated $4.37M and leaving 20,395 shares worth $2.24M. The position accounts for 0.14% of the portfolio, ranked #111.

Transform Wealth first reported a position in EMR in Q2 2016 and has held it in 25 quarters since. The position peaked at $9.31M in Q4 2022. 2,070 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

  • Transform Wealth held 20,395 shares of Emerson Electric worth $2.24M as of Q1 2025.
  • Transform Wealth sold 36,218 Emerson Electric shares in Q1 2025, an estimated $4.37M.
  • Emerson Electric made up 0.14% of Transform Wealth's portfolio in Q1 2025, its #111 holding.
  • Transform Wealth first reported a position in Emerson Electric in Q2 2016 and has held it in 25 quarters since.
  • Transform Wealth's Emerson Electric position peaked at $9.31M in Q4 2022.
  • 2,070 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.