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Vantage Wealth’s Emerson Electric EMR Stock Holding History

Vantage 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
Q4 		$20.4M Sell
154,060
-2,500
-2% -$332K 4.42% 10
2025
Q3 		$20.5M Sell
156,560
-10,670
-6% -$1.45M 4.47% 11
2025
Q2 		$22.3M Sell
167,230
-4,780
-3% -$548K 5.05% 2
2025
Q1 		$18.9M Sell
172,010
-2,145
-1% -$259K 4.27% 9
2024
Q4 		$21.6M Sell
174,155
-2,215
-1% -$269K 4.65% 7
2024
Q3 		$19.3M Sell
176,370
-290
-0.2% -$31.2K 4.17% 11
2024
Q2 		$19.5M Sell
176,660
-2,635
-1% -$291K 4.49% 8
2024
Q1 		$20.3M Sell
179,295
-21,597
-11% -$2.22M 4.74% 6
2023
Q4 		$19.6M Buy
200,892
+16,347
+9% +$1.5M 4.3% 11
2023
Q3 		$17.8M Buy
184,545
+1,655
+0.9% +$158K 4.47% 8
2023
Q2 		$16.5M Sell
182,890
-1,085
-0.6% -$91.3K 4.25% 14
2023
Q1 		$16M Buy
+183,975
New +$16.1M 4.45% 13
2016
Q1 		– Sell
-44,710
Closed -$2.14M – 24
2015
Q4 		$2.14M Sell
44,710
-5,190
-10% -$247K 1.23% 25
2015
Q3 		$2.2M Sell
49,900
-49,995
-50% -$2.46M 1.34% 25
2015
Q2 		$5.54M Buy
99,895
+1,075
+1% +$63.2K 3.21% 23
2015
Q1 		$5.59M Buy
98,820
+7,025
+8% +$408K 3.25% 24
2014
Q4 		$5.67M Buy
91,795
+3,520
+4% +$220K 3.31% 23
2014
Q3 		$5.52M Buy
88,275
+1,675
+2% +$109K 3.54% 20
2014
Q2 		$5.44M Sell
86,600
-1,550
-2% -$104K 3.62% 21
2014
Q1 		$5.89M Buy
88,150
+2,000
+2% +$132K 3.76% 16
2013
Q4 		$6.05M Sell
86,150
-685
-0.8% -$45.8K 3.91% 10
2013
Q3 		$5.62M Sell
86,835
-750
-0.9% -$45.9K 4.43% 8
2013
Q2 		$4.78M Buy
+87,585
New +$4.93M 3.8% 19

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Vantage Wealth's EMR Position: Q4 2025 in Review

Vantage Wealth reduced its Emerson Electric (EMR) stake by 1.6% in Q4 2025, selling an estimated $332K and leaving 154,060 shares worth $20.4M. The position accounts for 4.42% of the portfolio, ranked #10.

Vantage Wealth first reported a position in EMR in Q2 2013 and has held it in 23 quarters since. The position peaked at $22.3M in Q2 2025. 2,208 funds tracked by Wall St. Rank hold EMR as of Q4 2025.

  • Vantage Wealth held 154,060 shares of Emerson Electric worth $20.4M as of Q4 2025.
  • Vantage Wealth sold 2,500 Emerson Electric shares in Q4 2025, an estimated $332K.
  • Emerson Electric made up 4.42% of Vantage Wealth's portfolio in Q4 2025, its #10 holding.
  • Vantage Wealth first reported a position in Emerson Electric in Q2 2013 and has held it in 23 quarters since.
  • Vantage Wealth's Emerson Electric position peaked at $22.3M in Q2 2025.
  • 2,208 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2025.

Based on Vantage Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.