Position in EMR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,736,025
-$179,563 QoQ
Shares Held
19,113
-14.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#712
of 2,282 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, 2026Wealthcare Advisory Partners LLC holds $17,831,653 across 13 Specialty Industrial Machinery names. EMR ranks #4 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
9,012 | $3,840,193 | |
| 2 | GEV |
GE Vernova Inc.
|
3,154 | $3,705,508 | |
| 3 | CMI |
Cummins Inc
|
4,375 | $3,120,293 | |
| 4 | EMR |
Emerson Electric Co
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|
19,113 | $2,736,025 | |
| 5 | ROK |
Rockwell Automation, Inc
|
3,913 | $1,937,248 | |
| 6 | FLS |
Flowserve Corp
|
8,549 | $633,993 | |
| 7 | ITW |
Illinois Tool Works Inc
|
2,097 | $567,175 | |
| 8 | SYM |
Symbotic Inc.
|
6,792 | $305,300 |
All Filings in EMR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,736,025 | 19,113 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,915,588 | 22,253 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,926,608 | 22,051 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,855,395 | 21,767 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,817,662 | 21,133 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,221,744 | 20,264 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,535,236 | 20,457 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,163,666 | 19,783 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,179,515 | 19,785 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,155,320 | 19,003 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,763,327 | 18,117 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,823,917 | 18,887 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,749,227 | 19,352 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,680,233 | 19,282 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,841,854 | 19,174 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,348,126 | 18,412 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,414,300 | 17,781 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,592,135 | 16,238 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,440,477 | 15,494 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,381,631 | 14,667 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,390,090 | 14,444 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,301,784 | 14,429 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,149,049 | 14,297 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $928,471 | 14,160 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $886,842 | 14,297 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $687,827 | 14,435 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||