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Unique Wealth Strategies’s Emerson Electric EMR Stock Holding History

Unique Wealth Strategies’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
-4,807
Closed -$527K – 210
2025
Q1 		$527K Buy
+4,807
New +$580K 0.24% 122
2024
Q3 		– Sell
-25
Closed -$2.84K – 348
2024
Q2 		$2.84K Buy
+25
New +$2.76K ﹤0.01% 438

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

Unique Wealth Strategies's EMR Position: Q2 2025 in Review

Unique Wealth Strategies sold out of Emerson Electric (EMR) in Q2 2025, closing a stake of 4,807 shares — an estimated $527K sold.

Unique Wealth Strategies first reported a position in EMR in Q2 2024 and held it in 2 quarters. The position peaked at $527K in Q1 2025. 2,135 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

  • Unique Wealth Strategies reported no remaining Emerson Electric position as of Q2 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 4,807 Emerson Electric shares in Q2 2025, an estimated $527K.
  • Unique Wealth Strategies first reported a position in Emerson Electric in Q2 2024 and held it in 2 quarters.
  • Unique Wealth Strategies's Emerson Electric position peaked at $527K in Q1 2025.
  • 2,135 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on Unique Wealth Strategies's 13F filing for Q2 2025, filed 14 Jul 2026.