Position in EMR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,502,737
+$56,256 QoQ
Shares Held
24,469
-7.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#642
of 2,282 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $68,537,069 across 19 Specialty Industrial Machinery names. EMR ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
11,576 | $13,600,179 | |
| 2 | PH |
Parker-Hannifin Corp
|
12,056 | $11,792,214 | |
| 3 | ETN |
Eaton Corp plc
|
23,340 | $9,945,640 | |
| 4 | CMI |
Cummins Inc
|
10,517 | $7,500,829 | |
| 5 | WTS |
Watts Water Technologies Inc
|
12,986 | $5,083,369 | |
| 6 | NDSN |
Nordson Corp
|
14,539 | $4,386,270 | |
| 7 | EMR |
Emerson Electric Co
This page
|
24,469 | $3,502,737 | |
| 8 | KAI |
Kadant Inc
|
7,411 | $2,328,758 |
All Filings in EMR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,502,737 | 24,469 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,446,481 | 26,305 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,251,640 | 24,500 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,297,486 | 17,514 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,963,284 | 14,725 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,531,122 | 13,965 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,010,897 | 8,157 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $615,971 | 5,632 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $527,996 | 4,793 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $567,440 | 5,003 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $479,155 | 4,923 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $407,621 | 4,221 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $367,073 | 4,061 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $342,547 | 3,931 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $222,571 | 2,317 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $206,407 | 2,819 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||