Robertson Stephens Wealth Management, LLC
Position in EMR — Emerson Electric Co
CIK 1767307
San Francisco, CA
Position in EMR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$916,589
-$40,119 QoQ
Shares Held
6,403
-12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#571
of 1,302 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $8,885,623 across 11 Specialty Industrial Machinery names. EMR ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
6,607 | $2,815,374 | |
| 2 | GEV |
GE Vernova Inc.
|
1,161 | $1,364,012 | |
| 3 | PH |
Parker-Hannifin Corp
|
1,034 | $1,011,376 | |
| 4 | EMR |
Emerson Electric Co
This page
|
6,403 | $916,589 | |
| 5 | ROK |
Rockwell Automation, Inc
|
1,124 | $556,469 | |
| 6 | CMI |
Cummins Inc
|
689 | $491,401 | |
| 7 | XYL |
Xylem Inc.
|
3,293 | $389,265 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,418 | $383,526 |
All Filings in EMR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $916,589 | 6,403 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $956,708 | 7,302 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,092,285 | 8,230 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,054,687 | 8,040 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,178,903 | 8,842 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $568,702 | 5,187 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $655,713 | 5,291 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $619,690 | 5,666 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $659,197 | 5,984 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $770,008 | 6,789 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $732,018 | 7,521 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $977,964 | 10,127 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,206,164 | 13,344 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,325,312 | 15,209 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,455,981 | 15,157 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,086,365 | 14,837 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,519,214 | 19,100 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,922,564 | 19,608 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,757,597 | 18,905 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||