Position in EMR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,344,178
+$106,564 QoQ
Shares Held
9,390
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#989
of 2,282 holders
Holding Since
Jun 2024
8 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, 2026Heritage Wealth Management, Inc. holds $6,843,692 across 7 Specialty Industrial Machinery names. EMR ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
7,666 | $3,266,635 | |
| 2 | EMR |
Emerson Electric Co
This page
|
9,390 | $1,344,178 | |
| 3 | GEV |
GE Vernova Inc.
|
845 | $992,756 | |
| 4 | GNRC |
Generac Holdings Inc.
|
1,685 | $493,384 | |
| 5 | ITW |
Illinois Tool Works Inc
|
978 | $264,519 | |
| 6 | ROK |
Rockwell Automation, Inc
|
526 | $260,412 | |
| 7 | CMI |
Cummins Inc
|
311 | $221,808 |
All Filings in EMR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,344,178 | 9,390 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $1,237,614 | 9,325 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,243,586 | 9,480 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,267,301 | 9,505 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,059,341 | 9,662 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,216,001 | 9,812 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,073,138 | 9,812 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,080,889 | 9,812 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||