Position in EMR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$385,073
+$67,874 QoQ
Shares Held
2,690
+11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,600
of 2,286 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $7,156,297 across 12 Specialty Industrial Machinery names. EMR ranks #3 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
10,817 | $4,609,340 | |
| 2 | ITW |
Illinois Tool Works Inc
|
5,417 | $1,465,135 | |
| 3 | EMR |
Emerson Electric Co
This page
|
2,690 | $385,073 | |
| 4 | GEV |
GE Vernova Inc.
|
269 | $316,037 | |
| 5 | PH |
Parker-Hannifin Corp
|
318 | $311,042 | |
| 6 | DOV |
DOVER Corp
|
100 | $22,428 | |
| 7 | PNR |
PENTAIR plc
|
200 | $15,332 | |
| 8 | OTIS |
Otis Worldwide Corp
|
148 | $10,596 |
All Filings in EMR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,073 | 2,690 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $317,199 | 2,421 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $89,718 | 676 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $88,677 | 676 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $184,795 | 1,386 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $114,135 | 1,041 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $153,053 | 1,235 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $134,962 | 1,234 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $157,528 | 1,430 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $228,768 | 2,017 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $300,749 | 3,090 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $390,335 | 4,042 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $323,234 | 3,576 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $223,078 | 2,560 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $442,356 | 4,605 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $610,947 | 8,344 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $654,216 | 8,225 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $712,725 | 7,269 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $661,574 | 7,116 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $276,100 | 2,931 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $605,734 | 6,294 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $509,743 | 5,650 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $70,404 | 876 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||