Claro 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
Q2 | $1.47M | Sell |
10,243
-6
| -0.1% | -$845 | 0.15% | 120 |
|
|
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
Claro Advisors's EMR Position: Q2 2026 in Review
Claro Advisors reduced its Emerson Electric (EMR) stake by 0.06% in Q2 2026, selling an estimated $845 and leaving 10,243 shares worth $1.47M. The position accounts for 0.15% of the portfolio, ranked #120.
Claro Advisors first reported a position in EMR in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.59M in Q4 2024. 2,289 funds tracked by Wall St. Rank hold EMR as of Q2 2026.
- Claro Advisors held 10,243 shares of Emerson Electric worth $1.47M as of Q2 2026.
- Claro Advisors sold 6 Emerson Electric shares in Q2 2026, an estimated $845.
- Emerson Electric made up 0.15% of Claro Advisors's portfolio in Q2 2026, its #120 holding.
- Claro Advisors first reported a position in Emerson Electric in Q4 2018 and has held it in 30 quarters since.
- Claro Advisors's Emerson Electric position peaked at $1.59M in Q4 2024.
- 2,289 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.
Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.