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Bolthouse Investments’s Emerson Electric EMR Stock Holding History

Bolthouse Investments’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
Q2 		– Sell
-3,010
Closed -$330K – 75
2025
Q1 		$330K Hold
3,010
– – 0.34% 58
2024
Q4 		$373K Buy
+3,010
New +$365K 0.34% 60

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Bolthouse Investments's EMR Position: Q2 2025 in Review

Bolthouse Investments sold out of Emerson Electric (EMR) in Q2 2025, closing a stake of 3,010 shares — an estimated $330K sold.

Bolthouse Investments first reported a position in EMR in Q4 2024 and held it in 2 quarters. The position peaked at $373K in Q4 2024. 2,135 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

  • Bolthouse Investments reported no remaining Emerson Electric position as of Q2 2025 after selling out during the quarter.
  • Bolthouse Investments sold 3,010 Emerson Electric shares in Q2 2025, an estimated $330K.
  • Bolthouse Investments first reported a position in Emerson Electric in Q4 2024 and held it in 2 quarters.
  • Bolthouse Investments's Emerson Electric position peaked at $373K in Q4 2024.
  • 2,135 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on Bolthouse Investments's 13F filing for Q2 2025, filed 1 Aug 2025.