Skip to main content

Ascentis Wealth Management, LLC

Position in EMR — Emerson Electric Co

CIK 2032602 DALLAS, TX

Position in EMR

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$965,517
+$596,304 QoQ
Shares Held
6,745
+139.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,104
of 2,282 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in EMR Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $3,570,876 across 10 Specialty Industrial Machinery names. EMR ranks #1 (27.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EMR
Emerson Electric Co
This page
6,745 $965,517

All Filings in EMR

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $965,517 6,745
2026-03-31 $369,213 2,818
2025-12-31 $686,672 5,174
2025-09-30 $648,140 4,941
2025-06-30 $439,029 3,293
2025-03-31 $160,613 1,465
2024-12-31 $80,179 647
2024-09-30 $443,033 4,051