Position in EMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$858,470
+$72,744 QoQ
Shares Held
5,997
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,165
of 2,286 holders
Holding Since
Mar 2020
26 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, 2026Heritage Wealth Advisors holds $5,036,539 across 14 Specialty Industrial Machinery names. EMR ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,105 | $1,298,220 | |
| 2 | EMR |
Emerson Electric Co
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|
5,997 | $858,470 | |
| 3 | PH |
Parker-Hannifin Corp
|
876 | $856,833 | |
| 4 | ETN |
Eaton Corp plc
|
1,808 | $770,424 | |
| 5 | ITW |
Illinois Tool Works Inc
|
1,865 | $504,426 | |
| 6 | DOV |
DOVER Corp
|
1,977 | $443,401 | |
| 7 | IR |
Ingersoll Rand Inc.
|
2,723 | $223,258 | |
| 8 | XYL |
Xylem Inc.
|
326 | $38,536 |
All Filings in EMR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $858,470 | 5,997 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $785,726 | 5,997 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $790,613 | 5,957 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $781,439 | 5,957 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $794,246 | 5,957 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $653,125 | 5,957 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $738,251 | 5,957 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $653,704 | 5,977 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $656,223 | 5,957 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $743,694 | 6,557 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $667,391 | 6,857 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $662,180 | 6,857 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $619,804 | 6,857 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $629,760 | 7,227 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $790,285 | 8,227 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $602,380 | 8,227 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $663,602 | 8,343 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $578,298 | 5,898 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $559,493 | 6,018 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $566,613 | 6,015 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $578,883 | 6,015 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $569,739 | 6,315 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $507,456 | 6,314 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $408,435 | 6,229 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $347,368 | 5,600 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $266,840 | 5,600 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||