Clearwater Capital Advisors’s Emerson Electric EMR Stock Holding History

Clearwater Capital 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
2025 Q4	–	Sell	-1,535	Closed	-$201K	–	166
2025 Q3	$201K	Hold	1,535	–	–	0.02%	165
2025 Q2	$205K	Buy	+1,535	New	+$176K	0.02%	159
2018 Q2	–	Sell	-1,012	Closed	-$69K	–	285
2018 Q1	$69K	Buy	+1,012	New	+$72.1K	0.01%	266

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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 $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Clearwater Capital Advisors's EMR Position: Q4 2025 in Review

Clearwater Capital Advisors sold out of Emerson Electric (EMR) in Q4 2025, closing a stake of 1,535 shares — an estimated $201K sold.

Clearwater Capital Advisors first reported a position in EMR in Q1 2018 and held it in 3 quarters. The position peaked at $205K in Q2 2025. 2,208 funds tracked by Wall St. Rank hold EMR as of Q4 2025.

Clearwater Capital Advisors reported no remaining Emerson Electric position as of Q4 2025 after selling out during the quarter.
Clearwater Capital Advisors sold 1,535 Emerson Electric shares in Q4 2025, an estimated $201K.
Clearwater Capital Advisors first reported a position in Emerson Electric in Q1 2018 and held it in 3 quarters.
Clearwater Capital Advisors's Emerson Electric position peaked at $205K in Q2 2025.
2,208 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2025.

Based on Clearwater Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.