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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Garde Capital's EMR Position: Q3 2025 in Review

Garde Capital sold out of Emerson Electric (EMR) in Q3 2025, closing a stake of 525 shares — an estimated $70K sold.

Garde Capital first reported a position in EMR in Q4 2014 and held it in 13 quarters. The position peaked at $759K in Q4 2014. 2,103 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

Garde Capital reported no remaining Emerson Electric position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 525 Emerson Electric shares in Q3 2025, an estimated $70K.
Garde Capital first reported a position in Emerson Electric in Q4 2014 and held it in 13 quarters.
Garde Capital's Emerson Electric position peaked at $759K in Q4 2014.
2,103 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.