CCWA
EMR icon

CLA (CliftonLarsonAllen) Wealth Advisors’s Emerson Electric EMR Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2026
Q2 		$2M Buy
+13,974
New +$1.97M 0.03% 154
2021
Q4 		– Sell
-2,592
Closed -$244K – 207
2021
Q3 		$244K Sell
2,592
-16,770
-87% -$1.67M 0.01% 289
2021
Q2 		$1.86M Buy
19,362
+52
+0.3% +$4.89K 0.08% 107
2021
Q1 		$1.74M Sell
19,310
-144
-0.7% -$12.4K 0.08% 104
2020
Q4 		$1.56M Sell
19,454
-14
-0.1% -$1.04K 0.08% 98
2020
Q3 		$1.28M Buy
+19,468
New +$1.28M 0.07% 101
2018
Q1 		– Sell
-16,441
Closed -$1.15M – 128
2017
Q4 		$1.15M Buy
16,441
+1,434
+10% +$92.9K 0.12% 82
2017
Q3 		$943K Buy
15,007
+625
+4% +$37.7K 0.1% 96
2017
Q2 		$857K Buy
14,382
+820
+6% +$48.6K 0.1% 96
2017
Q1 		$812K Buy
13,562
+120
+0.9% +$7.16K 0.09% 103
2016
Q4 		$749K Buy
13,442
+3,209
+31% +$173K 0.09% 102
2016
Q3 		$558K Buy
+10,233
New +$548K 0.07% 107

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's EMR Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in Emerson Electric (EMR) in Q2 2026: 13,974 shares worth $2M. The stake represents 0.03% of the portfolio and ranks #154 among its holdings. This is a return to the name: CLA (CliftonLarsonAllen) Wealth Advisors previously reported a position in EMR as recently as Q3 2021.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in EMR in Q3 2016 and has held it in 12 quarters since. 601 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 13,974 shares of Emerson Electric worth $2M as of Q2 2026.
  • Emerson Electric was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
  • Emerson Electric made up 0.03% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #154 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Emerson Electric in Q3 2016 and has held it in 12 quarters since.
  • 601 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.