Position in EMR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$540,104
+$60,178 QoQ
Shares Held
3,773
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,405
of 2,282 holders
Holding Since
Mar 2023
12 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, 2026Rothschild Wealth LLC holds $5,565,127 across 10 Specialty Industrial Machinery names. EMR ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,520 | $1,785,787 | |
| 2 | CMI |
Cummins Inc
|
1,052 | $750,296 | |
| 3 | EMR |
Emerson Electric Co
This page
|
3,773 | $540,104 | |
| 4 | PH |
Parker-Hannifin Corp
|
453 | $443,088 | |
| 5 | ETN |
Eaton Corp plc
|
948 | $403,961 | |
| 6 | ITT |
Itt Inc.
|
1,945 | $384,643 | |
| 7 | DOV |
DOVER Corp
|
1,703 | $381,948 | |
| 8 | ROK |
Rockwell Automation, Inc
|
699 | $346,060 |
All Filings in EMR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,104 | 3,773 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $479,926 | 3,663 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $508,981 | 3,835 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $431,582 | 3,290 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $436,922 | 3,277 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $390,976 | 3,566 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $448,626 | 3,620 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $429,605 | 3,928 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $430,174 | 3,905 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $362,944 | 3,200 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $292,773 | 3,239 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $281,200 | 3,227 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||