SEC 13F Intelligence

Nicholson Wealth Management Group, LLC / EMR

Nicholson Wealth Management Group, LLC’s Emerson Elec Co Position

Does Nicholson Wealth Management Group, LLC own Emerson Elec Co (EMR)? Not currently — the last reported position was 14.3K shares worth $2M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2025
Shares
14.3K
% of Portfolio
+1.11%
Quarters Held
6
position exited

Position History EMR

Reported value by quarter
Q3 ’24: $952,503Q3 ’24Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202514.3K$2M+1.11%
Q3 202513.4K$2M+1.03%
Q2 202512.7K$2M+1.05%
Q1 202512.3K$1M+0.88%
Q4 202411.5K$1M+0.95%
Q3 20248.7K$952,503+0.78%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nicholson Wealth Management Group, LLC’s full portfolio or all institutional holders of EMR.