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Trivant Custom Portfolio Group’s Emerson Electric EMR Stock Holding History

Trivant Custom Portfolio 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
Q2 		– Sell
-100
Closed -$11K – 132
2025
Q1 		$11K Hold
100
– – 0.01% 149
2024
Q4 		$12.4K Hold
100
– – 0.01% 143
2024
Q3 		$10.9K Hold
100
– – 0.01% 133
2024
Q2 		$11K Hold
100
– – 0.01% 152
2024
Q1 		$11.3K Hold
100
– – 0.01% 153
2023
Q4 		$9.73K Hold
100
– – 0.01% 174
2023
Q3 		$9.66K Hold
100
– – 0.01% 163
2023
Q2 		$9.04K Hold
100
– – 0.01% 174
2023
Q1 		$8.71K Buy
+100
New +$8.74K 0.01% 180

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Trivant Custom Portfolio Group's EMR Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of Emerson Electric (EMR) in Q2 2025, closing a stake of 100 shares — an estimated $11K sold.

Trivant Custom Portfolio Group first reported a position in EMR in Q1 2023 and held it in 9 quarters. The position peaked at $12.4K in Q4 2024. 2,135 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

  • Trivant Custom Portfolio Group reported no remaining Emerson Electric position as of Q2 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 100 Emerson Electric shares in Q2 2025, an estimated $11K.
  • Trivant Custom Portfolio Group first reported a position in Emerson Electric in Q1 2023 and held it in 9 quarters.
  • Trivant Custom Portfolio Group's Emerson Electric position peaked at $12.4K in Q4 2024.
  • 2,135 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.