Position in EMR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$27,231,567
+$1,508,804 QoQ
Shares Held
190,231
-3.1% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#196
of 2,286 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Modera Wealth Management, LLC holds $60,920,786 across 11 Specialty Industrial Machinery names. EMR ranks #1 (44.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
This page
|
190,231 | $27,231,567 | |
| 2 | DOV |
DOVER Corp
|
87,646 | $19,657,244 | |
| 3 | OTIS |
Otis Worldwide Corp
|
60,554 | $4,335,666 | |
| 4 | GEV |
GE Vernova Inc.
|
2,279 | $2,677,505 | |
| 5 | ETN |
Eaton Corp plc
|
4,099 | $1,746,665 | |
| 6 | ITW |
Illinois Tool Works Inc
|
6,274 | $1,696,928 | |
| 7 | CMI |
Cummins Inc
|
2,142 | $1,527,695 | |
| 8 | ROK |
Rockwell Automation, Inc
|
1,303 | $645,089 |
All Filings in EMR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,231,567 | 190,231 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $25,722,763 | 196,327 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $26,650,972 | 200,806 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $26,836,279 | 204,576 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $27,583,043 | 206,878 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $22,880,990 | 208,692 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $26,280,347 | 212,058 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $23,516,518 | 215,018 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $23,879,383 | 216,770 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $25,046,198 | 220,827 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $21,817,395 | 224,159 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $22,686,224 | 234,920 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $22,880,872 | 253,135 | Shares | Sole | 2023-08-07 | |
| 2021-12-31 | $470,800 | 5,064 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||