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Vista Cima Wealth Management’s Emerson Electric EMR Stock Holding History

Vista Cima Wealth Management’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 		– Sell
-4,593
Closed -$603K – 60
2025
Q3 		$603K Buy
+4,593
New +$626K 0.5% 43

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Vista Cima Wealth Management's EMR Position: Q4 2025 in Review

Vista Cima Wealth Management sold out of Emerson Electric (EMR) in Q4 2025, closing a stake of 4,593 shares — an estimated $603K sold.

Vista Cima Wealth Management first reported a position in EMR in Q3 2025 and held it in 1 quarter. The position peaked at $603K in Q3 2025. 2,213 funds tracked by Wall St. Rank hold EMR as of Q4 2025.

  • Vista Cima Wealth Management reported no remaining Emerson Electric position as of Q4 2025 after selling out during the quarter.
  • Vista Cima Wealth Management sold 4,593 Emerson Electric shares in Q4 2025, an estimated $603K.
  • Vista Cima Wealth Management first reported a position in Emerson Electric in Q3 2025 and held it in 1 quarter.
  • Vista Cima Wealth Management's Emerson Electric position peaked at $603K in Q3 2025.
  • 2,213 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2025.

Based on Vista Cima Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.