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Wingate Wealth Advisors’s Emerson Electric EMR Stock Holding History

Wingate Wealth Advisors’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
Q1 		– Sell
-1,400
Closed -$174K – 192
2024
Q4 		$174K Buy
+1,400
New +$170K 0.17% 107

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wingate Wealth Advisors's EMR Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Emerson Electric (EMR) in Q1 2025, closing a stake of 1,400 shares — an estimated $174K sold.

Wingate Wealth Advisors first reported a position in EMR in Q4 2024 and held it in 1 quarter. The position peaked at $174K in Q4 2024. 2,070 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Emerson Electric position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 1,400 Emerson Electric shares in Q1 2025, an estimated $174K.
  • Wingate Wealth Advisors first reported a position in Emerson Electric in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Emerson Electric position peaked at $174K in Q4 2024.
  • 2,070 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.