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Claris Financial’s Emerson Electric EMR Stock Holding History

Claris Financial’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 		$328K Sell
2,502
-5
-0.2% -$719 0.18% 120
2025
Q4 		$333K Hold
2,507
– – 0.18% 122
2025
Q3 		$329K Buy
2,507
+748
+43% +$102K 0.19% 112
2025
Q2 		$235K Buy
1,759
+50
+3% +$5.74K 0.18% 124
2025
Q1 		$212K Hold
1,709
– – 0.14% 150
2024
Q4 		$212K Buy
+1,709
New +$207K 0.14% 150

Other funds holding EMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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 $1.56T AUM 27.86% 1-Year Est. Return
VPM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Claris Financial's EMR Position: Q1 2026 in Review

Claris Financial reduced its Emerson Electric (EMR) stake by 0.2% in Q1 2026, selling an estimated $719 and leaving 2,502 shares worth $328K. The position accounts for 0.18% of the portfolio, ranked #120.

Claris Financial first reported a position in EMR in Q4 2024 and has held it in 6 quarters since. The position peaked at $333K in Q4 2025. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Claris Financial held 2,502 shares of Emerson Electric worth $328K as of Q1 2026.
  • Claris Financial sold 5 Emerson Electric shares in Q1 2026, an estimated $719.
  • Emerson Electric made up 0.18% of Claris Financial's portfolio in Q1 2026, its #120 holding.
  • Claris Financial first reported a position in Emerson Electric in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's Emerson Electric position peaked at $333K in Q4 2025.
  • 2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.