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Wealth Alliance’s Emerson Electric EMR Stock Holding History

Wealth Alliance’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
Q3 		– Sell
-1,918
Closed -$256K – 567
2025
Q2 		$256K Sell
1,918
-150
-7% -$17.2K 0.03% 458
2025
Q1 		$227K Sell
2,068
-21
-1% -$2.53K 0.03% 470
2024
Q4 		$259K Buy
2,089
+59
+3% +$7.16K 0.03% 422
2024
Q3 		$222K Buy
2,030
+109
+6% +$11.7K 0.03% 478
2024
Q2 		$212K Buy
+1,921
New +$212K 0.03% 475
2022
Q2 		– Sell
-2,203
Closed -$216K – 459
2022
Q1 		$216K Sell
2,203
-9
-0.4% -$852 0.04% 410
2021
Q4 		$206K Sell
2,212
-406
-16% -$38.2K 0.04% 424
2021
Q3 		$247K Buy
2,618
+138
+6% +$13.8K 0.06% 354
2021
Q2 		$239K Buy
+2,480
New +$233K 0.06% 373

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealth Alliance's EMR Position: Q3 2025 in Review

Wealth Alliance sold out of Emerson Electric (EMR) in Q3 2025, closing a stake of 1,918 shares — an estimated $256K sold.

Wealth Alliance first reported a position in EMR in Q2 2021 and held it in 9 quarters. The position peaked at $259K in Q4 2024. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

  • Wealth Alliance reported no remaining Emerson Electric position as of Q3 2025 after selling out during the quarter.
  • Wealth Alliance sold 1,918 Emerson Electric shares in Q3 2025, an estimated $256K.
  • Wealth Alliance first reported a position in Emerson Electric in Q2 2021 and held it in 9 quarters.
  • Wealth Alliance's Emerson Electric position peaked at $259K in Q4 2024.
  • 2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Wealth Alliance's 13F filing for Q3 2025, filed 7 Nov 2025.