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Claro Advisors’s Emerson Electric EMR Stock Holding History

Claro 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 		$1.34M Buy
10,249
+66
+0.6% +$9.49K 0.16% 118
2025
Q4 		$1.35M Buy
10,183
+8
+0.1% +$1.06K 0.18% 101
2025
Q3 		$1.33M Sell
10,175
-555
-5% -$75.7K 0.19% 97
2025
Q2 		$1.43M Sell
10,730
-1,949
-15% -$224K 0.24% 88
2025
Q1 		$1.39M Sell
12,679
-164
-1% -$19.8K 0.19% 99
2024
Q4 		$1.59M Sell
12,843
-84
-0.6% -$10.2K 0.22% 87
2024
Q3 		$1.41M Sell
12,927
-547
-4% -$58.9K 0.18% 115
2024
Q2 		$1.48M Sell
13,474
-21
-0.2% -$2.32K 0.23% 88
2024
Q1 		$1.53M Buy
13,495
+269
+2% +$27.6K 0.27% 77
2023
Q4 		$1.29M Sell
13,226
-1,029
-7% -$94.2K 0.28% 73
2023
Q3 		$1.38M Sell
14,255
-1,094
-7% -$104K 0.34% 63
2023
Q2 		$1.39M Buy
15,349
+11,228
+272% +$945K 0.34% 61
2023
Q1 		$359K Sell
4,121
-2,210
-35% -$193K 0.11% 222
2022
Q4 		$608K Buy
6,331
+2,131
+51% +$192K 0.2% 127
2022
Q3 		$334K Hold
4,200
– – 0.13% 181
2022
Q2 		$334K Buy
4,200
+562
+15% +$49.5K 0.13% 181
2022
Q1 		$338K Hold
3,638
– – 0.12% 183
2021
Q4 		$338K Sell
3,638
-658
-15% -$62K 0.12% 183
2021
Q3 		$405K Buy
4,296
+37
+0.9% +$3.69K 0.17% 151
2021
Q2 		$410K Buy
4,259
+55
+1% +$5.17K 0.18% 143
2021
Q1 		$379K Buy
4,204
+383
+10% +$33K 0.19% 135
2020
Q4 		$307K Sell
3,821
-63
-2% -$4.68K 0.16% 154
2020
Q3 		$255K Buy
3,884
+432
+13% +$28.5K 0.16% 154
2020
Q2 		$214K Buy
+3,452
New +$196K 0.15% 170
2020
Q1 		– Sell
-3,872
Closed -$295K – 163
2019
Q4 		$295K Sell
3,872
-194
-5% -$14K 0.23% 119
2019
Q3 		$272K Sell
4,066
-75
-2% -$4.71K 0.24% 124
2019
Q2 		$276K Buy
4,141
+101
+3% +$6.77K 0.25% 121
2019
Q1 		$277K Sell
4,040
-52
-1% -$3.42K 0.27% 116
2018
Q4 		$313K Buy
+4,092
New +$276K 0.25% 92

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

Claro Advisors's EMR Position: Q1 2026 in Review

Claro Advisors increased its Emerson Electric (EMR) stake by 0.65% in Q1 2026, buying an estimated $9.49K and bringing the position to 10,249 shares worth $1.34M. The position accounts for 0.16% of the portfolio, ranked #118.

Claro Advisors first reported a position in EMR in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.59M in Q4 2024. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Claro Advisors held 10,249 shares of Emerson Electric worth $1.34M as of Q1 2026.
  • Claro Advisors bought 66 Emerson Electric shares in Q1 2026, an estimated $9.49K.
  • Emerson Electric made up 0.16% of Claro Advisors's portfolio in Q1 2026, its #118 holding.
  • Claro Advisors first reported a position in Emerson Electric in Q4 2018 and has held it in 29 quarters since.
  • Claro Advisors's Emerson Electric position peaked at $1.59M in Q4 2024.
  • 2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.