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Wakefield Asset Management’s Emerson Electric EMR Stock Holding History

Wakefield Asset 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
-3,043
Closed -$399K – 213
2025
Q3 		$399K Sell
3,043
-45
-1% -$6.13K 0.11% 165
2025
Q2 		$412K Buy
+3,088
New +$354K 0.12% 173

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

Wakefield Asset Management's EMR Position: Q4 2025 in Review

Wakefield Asset Management sold out of Emerson Electric (EMR) in Q4 2025, closing a stake of 3,043 shares — an estimated $399K sold.

Wakefield Asset Management first reported a position in EMR in Q2 2025 and held it in 2 quarters. The position peaked at $412K in Q2 2025. 2,213 funds tracked by Wall St. Rank hold EMR as of Q4 2025.

  • Wakefield Asset Management reported no remaining Emerson Electric position as of Q4 2025 after selling out during the quarter.
  • Wakefield Asset Management sold 3,043 Emerson Electric shares in Q4 2025, an estimated $399K.
  • Wakefield Asset Management first reported a position in Emerson Electric in Q2 2025 and held it in 2 quarters.
  • Wakefield Asset Management's Emerson Electric position peaked at $412K in Q2 2025.
  • 2,213 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2025.

Based on Wakefield Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.