FORA Capital’s Emerson Electric EMR Stock Holding History

FORA Capital’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	-12,501	Closed	-$1.64M	–	498
2025 Q3	$1.64M	Buy	+12,501	New	+$1.7M	0.29%	83
2025 Q2	–	Sell	-30,901	Closed	-$3.39M	–	559
2025 Q1	$3.39M	Buy	+30,901	New	+$3.73M	0.34%	96
2022 Q2	–	Sell	-16,430	Closed	-$1.63M	–	498
2022 Q1	$1.63M	Buy	+16,430	New	+$1.56M	0.29%	103
2021 Q1	–	Sell	-1,965	Closed	-$158K	–	866
2020 Q4	$158K	Sell	1,965 -761	-28%	-$56.6K	0.02%	558
2020 Q3	$179K	Buy	2,726 +149	+6%	+$9.81K	0.12%	190
2020 Q2	$160K	Buy	+2,577	New	+$146K	0.05%	397

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

FORA Capital's EMR Position: Q4 2025 in Review

FORA Capital sold out of Emerson Electric (EMR) in Q4 2025, closing a stake of 12,501 shares — an estimated $1.64M sold.

FORA Capital first reported a position in EMR in Q2 2020 and held it in 6 quarters. The position peaked at $3.39M in Q1 2025. 2,208 funds tracked by Wall St. Rank hold EMR as of Q4 2025.

FORA Capital reported no remaining Emerson Electric position as of Q4 2025 after selling out during the quarter.
FORA Capital sold 12,501 Emerson Electric shares in Q4 2025, an estimated $1.64M.
FORA Capital first reported a position in Emerson Electric in Q2 2020 and held it in 6 quarters.
FORA Capital's Emerson Electric position peaked at $3.39M in Q1 2025.
2,208 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2025.

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