Position in EMR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,916,205
+$1,632,940 QoQ
Shares Held
13,386
+519.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#845
of 2,282 holders
Holding Since
Dec 2020
20 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, 2026MISSION WEALTH MANAGEMENT, LP holds $28,881,032 across 16 Specialty Industrial Machinery names. EMR ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,990 | $8,212,271 | |
| 2 | ETN |
Eaton Corp plc
|
11,059 | $4,712,461 | |
| 3 | CMI |
Cummins Inc
|
6,365 | $4,539,581 | |
| 4 | DOV |
DOVER Corp
|
9,700 | $2,175,516 | |
| 5 | EMR |
Emerson Electric Co
This page
|
13,386 | $1,916,205 | |
| 6 | XYL |
Xylem Inc.
|
11,452 | $1,353,740 | |
| 7 | ITW |
Illinois Tool Works Inc
|
4,023 | $1,088,100 | |
| 8 | IR |
Ingersoll Rand Inc.
|
12,596 | $1,032,746 |
All Filings in EMR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,916,205 | 13,386 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $283,265 | 2,162 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $293,311 | 2,210 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $291,744 | 2,224 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $303,592 | 2,277 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $230,353 | 2,101 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $201,758 | 1,628 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $225,083 | 2,058 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $210,295 | 1,909 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $265,289 | 2,339 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $343,477 | 3,529 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $231,768 | 2,400 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $212,145 | 2,347 | Shares | Sole | 2023-08-04 | |
| 2022-06-30 | $293,343 | 3,688 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $342,096 | 3,489 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $333,204 | 3,584 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $340,909 | 3,619 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $414,890 | 4,311 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $319,920 | 3,546 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $289,412 | 3,601 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||