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
2026
Q1
$2.82M Buy
21,500
+6,000
+39% +$863K ﹤0.01% 554
2025
Q4
$2.06M Sell
15,500
-10,800
-41% -$1.43M ﹤0.01% 615
2025
Q3
$3.45M Buy
26,300
+8,000
+44% +$1.09M 0.01% 583
2025
Q2
$2.44M Sell
18,300
-7,700
-30% -$883K 0.01% 582
2025
Q1
$2.85M Sell
26,000
-54,800
-68% -$6.61M 0.01% 598
2024
Q4
$10M Buy
80,800
+13,800
+21% +$1.67M 0.02% 357
2024
Q3
$7.33M Buy
67,000
+6,500
+11% +$699K 0.02% 366
2024
Q2
$6.66M Buy
60,500
+5,300
+10% +$586K 0.02% 386
2024
Q1
$6.26M Sell
55,200
-43,000
-44% -$4.42M 0.02% 374
2023
Q4
$9.56M Buy
98,200
+49,400
+101% +$4.52M 0.03% 353
2023
Q3
$4.71M Sell
48,800
-7,800
-14% -$743K 0.02% 440
2023
Q2
$5.12M Buy
56,600
+11,000
+24% +$926K 0.03% 377
2023
Q1
$3.97M Buy
45,600
+6,300
+16% +$551K 0.02% 422
2022
Q4
$3.78M Buy
39,300
+4,000
+11% +$360K 0.03% 484
2022
Q3
$2.58M Buy
35,300
+300
+0.9% +$24.9K 0.02% 649
2022
Q2
$2.78M Sell
35,000
-86,000
-71% -$7.58M 0.01% 638
2022
Q1
$11.9M Sell
121,000
-286,400
-70% -$27.1M 0.03% 416
2021
Q4
$37.9M Buy
407,400
+62,300
+18% +$5.87M 0.06% 271
2021
Q3
$32.5M Sell
345,100
-22,400
-6% -$2.23M 0.06% 287
2021
Q2
$35.4M Buy
367,500
+45,900
+14% +$4.32M 0.08% 217
2021
Q1
$29M Buy
321,600
+6,900
+2% +$594K 0.09% 214
2020
Q4
$25.3M Buy
314,700
+93,100
+42% +$6.92M 0.08% 198
2020
Q3
$14.5M Buy
221,600
+68,600
+45% +$4.52M 0.07% 231
2020
Q2
$9.49M Sell
153,000
-44,300
-22% -$2.52M 0.06% 270
2020
Q1
$9.4M Sell
197,300
-3,500
-2% -$230K 0.15% 144
2019
Q4
$15.3M Buy
200,800
+79,600
+66% +$5.74M 0.08% 251
2019
Q3
$8.1M Buy
121,200
+33,300
+38% +$2.09M 0.06% 320
2019
Q2
$5.87M Buy
87,900
+17,300
+25% +$1.16M 0.04% 420
2019
Q1
$4.83M Buy
70,600
+32,800
+87% +$2.16M 0.04% 362
2018
Q4
$2.26M Buy
37,800
+12,800
+51% +$863K 0.03% 410
2018
Q3
$1.91M Buy
25,000
+14,100
+129% +$1.04M 0.02% 451
2018
Q2
$754K Buy
+10,900
New +$766K 0.01% 432
2014
Q1
Sell
-48,500
Closed -$3.4M 420
2013
Q4
$3.4M Sell
48,500
-20,200
-29% -$1.35M 0.04% 255
2013
Q3
$4.44M Buy
+68,700
New +$4.2M 0.04% 220

Other funds holding EMR

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.