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Bordeaux Wealth Advisors’s Emerson Electric EMR Stock Holding History

Bordeaux 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
Q2 		$667K Sell
5,001
-163
-3% -$18.7K 0.09% 72
2025
Q1 		$566K Buy
5,164
+79
+2% +$9.52K 0.1% 82
2024
Q4 		$630K Buy
5,085
+113
+2% +$13.7K 0.1% 73
2024
Q3 		$544K Buy
4,972
+38
+0.8% +$4.09K 0.1% 86
2024
Q2 		$544K Buy
4,934
+28
+0.6% +$3.1K 0.1% 76
2024
Q1 		$556K Sell
4,906
-29
-0.6% -$2.98K 0.18% 55
2023
Q4 		$480K Buy
4,935
+84
+2% +$7.69K 0.16% 63
2023
Q3 		$468K Buy
4,851
+31
+0.6% +$2.95K 0.19% 55
2023
Q2 		$436K Buy
4,820
+14
+0.3% +$1.18K 0.18% 63
2023
Q1 		$419K Sell
4,806
-207
-4% -$18.1K 0.22% 67
2022
Q4 		$482K Buy
5,013
+49
+1% +$4.41K 0.26% 53
2022
Q3 		$363K Buy
4,964
+164
+3% +$13.6K 0.23% 58
2022
Q2 		$382K Sell
4,800
-29
-0.6% -$2.56K 0.26% 57
2022
Q1 		$474K Buy
4,829
+29
+0.6% +$2.75K 0.26% 60
2021
Q4 		$446K Buy
4,800
+800
+20% +$75.3K 0.2% 67
2021
Q3 		$377K Hold
4,000
– – 0.21% 58
2021
Q2 		$385K Sell
4,000
-200
-5% -$18.8K 0.22% 60
2021
Q1 		$379K Hold
4,200
– – 0.26% 52
2020
Q4 		$338K Buy
+4,200
New +$312K 0.25% 53

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

Bordeaux Wealth Advisors's EMR Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Emerson Electric (EMR) stake by 3.2% in Q2 2025, selling an estimated $18.7K and leaving 5,001 shares worth $667K. The position accounts for 0.09% of the portfolio, ranked #72.

Bordeaux Wealth Advisors first reported a position in EMR in Q4 2020 and has held it in 19 quarters since. 2,136 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

  • Bordeaux Wealth Advisors held 5,001 shares of Emerson Electric worth $667K as of Q2 2025.
  • Bordeaux Wealth Advisors sold 163 Emerson Electric shares in Q2 2025, an estimated $18.7K.
  • Emerson Electric made up 0.09% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #72 holding.
  • Bordeaux Wealth Advisors first reported a position in Emerson Electric in Q4 2020 and has held it in 19 quarters since.
  • 2,136 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.