Capstone Investment Advisors’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,985
| Closed | -$407K | – | 1941 |
|
|
2025
Q2 | $398K | Buy |
2,985
+1,126
| +61% | +$129K | ﹤0.01% | 1249 |
|
|
2025
Q1 | $204K | Buy |
1,859
+1,814
| +4,031% | +$219K | ﹤0.01% | 1272 |
|
|
2024
Q4 | $5.58K | Sell |
45
-1,915
| -98% | -$232K | ﹤0.01% | 1810 |
|
|
2024
Q3 | $214K | Sell |
1,960
-125
| -6% | -$13.4K | ﹤0.01% | 1553 |
|
|
2024
Q2 | $230K | Buy |
2,085
+575
| +38% | +$63.6K | ﹤0.01% | 1715 |
|
|
2024
Q1 | $171K | Buy |
+1,510
| New | +$155K | ﹤0.01% | 2045 |
|
|
2023
Q3 | – | Sell |
-3,725
| Closed | -$355K | – | 2149 |
|
|
2023
Q2 | $337K | Sell |
3,725
-23,479
| -86% | -$1.98M | ﹤0.01% | 1345 |
|
|
2023
Q1 | $2.37M | Buy |
+27,204
| New | +$2.38M | 0.01% | 547 |
|
|
2022
Q4 | – | Sell |
-13,484
| Closed | -$1.21M | – | 1560 |
|
|
2022
Q3 | $987K | Buy |
13,484
+12,616
| +1,453% | +$1.05M | 0.01% | 1024 |
|
|
2022
Q2 | $69K | Sell |
868
-1,250
| -59% | -$110K | ﹤0.01% | 1579 |
|
|
2022
Q1 | $208K | Buy |
2,118
+1,556
| +277% | +$147K | ﹤0.01% | 1679 |
|
|
2021
Q4 | $52K | Sell |
562
-3,768
| -87% | -$355K | ﹤0.01% | 1670 |
|
|
2021
Q3 | $408K | Sell |
4,330
-25,934
| -86% | -$2.59M | ﹤0.01% | 1606 |
|
|
2021
Q2 | $2.91M | Buy |
+30,264
| New | +$2.85M | 0.01% | 888 |
|
|
2020
Q4 | – | Sell |
-13,344
| Closed | -$992K | – | 1688 |
|
|
2020
Q3 | $875K | Buy |
13,344
+9,620
| +258% | +$634K | ﹤0.01% | 1046 |
|
|
2020
Q2 | $231K | Sell |
3,724
-89,260
| -96% | -$5.07M | ﹤0.01% | 1201 |
|
|
2020
Q1 | $4.43M | Buy |
+92,984
| New | +$6.12M | 0.07% | 303 |
|
|
2019
Q4 | – | Sell |
-286
| Closed | -$20.6K | – | 1396 |
|
|
2019
Q3 | $19K | Sell |
286
-11,610
| -98% | -$730K | ﹤0.01% | 1321 |
|
|
2019
Q2 | $794K | Buy |
11,896
+11,554
| +3,378% | +$774K | 0.01% | 1005 |
|
|
2019
Q1 | $23K | Sell |
342
-6,354
| -95% | -$418K | ﹤0.01% | 1250 |
|
|
2018
Q4 | $400K | Buy |
+6,696
| New | +$452K | ﹤0.01% | 869 |
|
|
2018
Q3 | – | Sell |
-32
| Closed | -$2.36K | – | 1304 |
|
|
2018
Q2 | $2K | Buy |
+32
| New | +$2.25K | ﹤0.01% | 682 |
|
|
2017
Q3 | – | Sell |
-7,412
| Closed | -$441K | – | 593 |
|
|
2017
Q2 | $441K | Sell |
7,412
-127,757
| -95% | -$7.58M | 0.01% | 432 |
|
|
2017
Q1 | $8.09M | Buy |
+135,169
| New | +$8.07M | 0.2% | 91 |
|
|
2015
Q4 | – | Sell |
-4,600
| Closed | -$203K | – | 487 |
|
|
2015
Q3 | $203K | Buy |
+4,600
| New | +$226K | ﹤0.01% | 374 |
|
|
2014
Q3 | – | Sell |
-20,500
| Closed | -$1.36M | – | 453 |
|
|
2014
Q2 | $1.36M | Buy |
+20,500
| New | +$1.38M | 0.02% | 288 |
|
Other funds holding EMR
VCM
VPM
Capstone Investment Advisors's EMR Position: Q3 2025 in Review
Capstone Investment Advisors sold out of Emerson Electric (EMR) in Q3 2025, closing a stake of 2,985 shares — an estimated $407K sold.
Capstone Investment Advisors first reported a position in EMR in Q2 2014 and held it in 26 quarters. The position peaked at $8.09M in Q1 2017. 2,101 funds tracked by Wall St. Rank hold EMR as of Q3 2025.
- Capstone Investment Advisors reported no remaining Emerson Electric position as of Q3 2025 after selling out during the quarter.
- Capstone Investment Advisors sold 2,985 Emerson Electric shares in Q3 2025, an estimated $407K.
- Capstone Investment Advisors first reported a position in Emerson Electric in Q2 2014 and held it in 26 quarters.
- Capstone Investment Advisors's Emerson Electric position peaked at $8.09M in Q1 2017.
- 2,101 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.
Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.