Claris Advisors’s Emerson Electric EMR Stock Holding History

Claris 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 Q1	$287K	Sell	2,192 -24	-1%	-$3.45K	0.09%	56
2025 Q4	$294K	Sell	2,216 -1,676	-43%	-$222K	0.09%	57
2025 Q3	$519K	Hold	3,892	–	–	0.18%	42
2025 Q2	$519K	Sell	3,892 -2,266	-37%	-$260K	0.18%	42
2025 Q1	$675K	Buy	6,158 +210	+4%	+$25.3K	0.25%	35
2024 Q4	$737K	Buy	5,948 +3,128	+111%	+$379K	0.28%	34
2024 Q3	$308K	Buy	2,820 +614	+28%	+$66.1K	0.13%	43
2024 Q2	$243K	Hold	2,206	–	–	0.13%	46
2024 Q1	$250K	Hold	2,206	–	–	0.13%	48
2023 Q4	$215K	Hold	2,206	–	–	0.12%	50
2023 Q3	$213K	Buy	+2,206	New	+$210K	0.14%	45
2023 Q1	–	Sell	-5,521	Closed	-$530K	–	45
2022 Q4	$530K	Buy	5,521 +13	+0.2%	+$1.17K	0.5%	22
2022 Q3	$403K	Hold	5,508	–	–	0.46%	16
2022 Q2	$438K	Sell	5,508 -41	-0.7%	-$3.61K	0.47%	15
2022 Q1	$544K	Buy	5,549 +41	+0.7%	+$3.88K	0.58%	14
2021 Q4	$512K	Buy	+5,508	New	+$519K	0.54%	17

Other funds holding EMR

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return