Position in EMR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$659,778
+$378,741 QoQ
Shares Held
4,609
+114.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,285
of 2,282 holders
Holding Since
Mar 2024
9 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, 2026Wealth Group, Ltd. holds $22,612,196 across 7 Specialty Industrial Machinery names. EMR ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
12,287 | $8,763,211 | |
| 2 | PH |
Parker-Hannifin Corp
|
5,810 | $5,682,877 | |
| 3 | GEV |
GE Vernova Inc.
|
2,678 | $3,146,275 | |
| 4 | ETN |
Eaton Corp plc
|
5,106 | $2,175,768 | |
| 5 | ITW |
Illinois Tool Works Inc
|
6,452 | $1,745,072 | |
| 6 | EMR |
Emerson Electric Co
This page
|
4,609 | $659,778 | |
| 7 | GNRC |
Generac Holdings Inc.
|
1,500 | $439,215 |
All Filings in EMR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $659,778 | 4,609 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $281,037 | 2,145 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $284,684 | 2,145 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $291,192 | 2,184 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $235,177 | 2,145 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $339,072 | 2,736 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $234,598 | 2,145 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $309,439 | 2,809 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $313,606 | 2,765 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||