Position in EMR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$20,031,944
+$3,214,506 QoQ
Shares Held
139,937
+9.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#237
of 2,289 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, 2026AE Wealth Management LLC holds $201,926,188 across 23 Specialty Industrial Machinery names. EMR ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTS |
Watts Water Technologies Inc
|
157,140 | $61,512,421 | |
| 2 | GGG |
Graco Inc
|
562,246 | $42,511,387 | |
| 3 | DOV |
DOVER Corp
|
115,322 | $25,864,389 | |
| 4 | EMR |
Emerson Electric Co
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|
139,937 | $20,031,944 | |
| 5 | GEV |
GE Vernova Inc.
|
16,767 | $19,698,853 | |
| 6 | PH |
Parker-Hannifin Corp
|
9,881 | $9,664,780 | |
| 7 | ETN |
Eaton Corp plc
|
13,719 | $5,845,915 | |
| 8 | SMR |
NUSCALE POWER Corp
|
381,408 | $3,825,521 |
All Filings in EMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,031,944 | 139,937 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $16,817,438 | 128,358 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $20,695,267 | 155,932 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $14,827,511 | 113,032 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $15,470,126 | 116,029 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $20,754,503 | 189,297 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $21,592,550 | 174,232 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $17,688,507 | 161,731 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $17,018,497 | 154,489 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $23,524,773 | 207,413 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $24,673,057 | 253,499 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $22,996,890 | 238,137 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $23,529,872 | 260,315 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $27,798,444 | 319,009 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $29,684,845 | 309,024 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $21,871,253 | 298,706 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $24,477,560 | 307,739 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $22,911,735 | 233,674 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $18,603,854 | 200,106 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $16,828,170 | 178,643 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $15,114,203 | 157,047 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $11,914,272 | 132,058 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $10,305,202 | 128,222 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $7,917,708 | 120,752 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $6,163,176 | 99,358 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,349,733 | 28,326 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||