Garde Capital’s Emerson Electric EMR Stock Holding History

Garde Capital’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 Q3	–	Sell	-525	Closed	-$70K	–	419
2025 Q2	$70K	Buy	525 +200	+62%	+$22.9K	﹤0.01%	319
2025 Q1	$35.6K	Buy	+325	New	+$39.2K	﹤0.01%	378
2019 Q1	–	Sell	-8,060	Closed	-$482K	–	147
2018 Q4	$482K	Sell	8,060 -91	-1%	-$6.14K	0.09%	113
2018 Q3	$561K	Hold	8,151	–	–	0.09%	107
2018 Q2	$564K	Hold	8,151	–	–	0.1%	105
2018 Q1	$557K	Hold	8,151	–	–	0.1%	99
2017 Q4	$568K	Hold	8,151	–	–	0.11%	99
2017 Q3	$512K	Buy	+8,151	New	+$492K	0.1%	106
2016 Q4	–	Sell	-12,300	Closed	-$543K	–	128
2016 Q3	$543K	Buy	+12,300	New	+$659K	0.17%	96
2015 Q4	–	Sell	-12,300	Closed	-$543K	–	118
2015 Q3	$543K	Hold	12,300	–	–	0.17%	96
2015 Q2	$682K	Hold	12,300	–	–	0.2%	87
2015 Q1	$696K	Hold	12,300	–	–	0.21%	86
2014 Q4	$759K	Buy	+12,300	New	+$770K	0.23%	81

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return