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Enterprise Bank & Trust’s Emerson Electric EMR Stock Holding History

Enterprise Bank & Trust’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 		$450K Hold
3,374
– – 0.17% 90
2025
Q1 		$370K Hold
3,374
– – 0.14% 96
2024
Q4 		$418K Sell
3,374
-3
-0.1% -$364 0.14% 89
2024
Q3 		$369K Hold
3,377
– – 0.12% 91
2024
Q2 		$372K Hold
3,377
– – 0.13% 87
2024
Q1 		$383K Buy
3,377
+10
+0.3% +$1.03K 0.13% 88
2023
Q4 		$328K Sell
3,367
-182
-5% -$16.7K 0.12% 92
2023
Q3 		$343K Sell
3,549
-178
-5% -$17K 0.14% 87
2023
Q2 		$337K Buy
3,727
+231
+7% +$19.4K 0.13% 94
2023
Q1 		$305K Buy
3,496
+48
+1% +$4.2K 0.13% 84
2022
Q4 		$331K Buy
+3,448
New +$310K 0.16% 82
2022
Q2 		– Sell
-2,448
Closed -$240K – 92
2022
Q1 		$240K Hold
2,448
– – 0.09% 85
2021
Q4 		$228K Hold
2,448
– – 0.08% 91
2021
Q3 		$231K Hold
2,448
– – 0.09% 90
2021
Q2 		$236K Buy
2,448
+126
+5% +$11.8K 0.09% 90
2021
Q1 		$209K Buy
+2,322
New +$200K 0.09% 86
2020
Q3 		– Sell
-3,342
Closed -$207K – 90
2020
Q2 		$207K Buy
+3,342
New +$190K 0.1% 81
2020
Q1 		– Sell
-3,342
Closed -$255K – 86
2019
Q4 		$255K Hold
3,342
– – 0.11% 83
2019
Q3 		$223K Hold
3,342
– – 0.11% 79
2019
Q2 		$223K Hold
3,342
– – 0.11% 79
2019
Q1 		$229K Buy
+3,342
New +$220K 0.09% 91

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

Enterprise Bank & Trust's EMR Position: Q2 2025 in Review

Enterprise Bank & Trust held its Emerson Electric (EMR) position steady in Q2 2025 at 3,374 shares worth $450K. The position accounts for 0.17% of the portfolio, ranked #90.

Enterprise Bank & Trust first reported a position in EMR in Q1 2019 and has held it in 21 quarters since. 2,136 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

  • Enterprise Bank & Trust held 3,374 shares of Emerson Electric worth $450K as of Q2 2025.
  • Enterprise Bank & Trust left its Emerson Electric share count unchanged in Q2 2025.
  • Emerson Electric made up 0.17% of Enterprise Bank & Trust's portfolio in Q2 2025, its #90 holding.
  • Enterprise Bank & Trust first reported a position in Emerson Electric in Q1 2019 and has held it in 21 quarters since.
  • 2,136 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on Enterprise Bank & Trust's 13F filing for Q2 2025, filed 7 Jul 2025.