Position in EMR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$22,330
+$1,891 QoQ
Shares Held
156
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,174
of 2,282 holders
Holding Since
Dec 2025
3 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, 2026Nvest Wealth Strategies, Inc. holds $103,062 across 8 Specialty Industrial Machinery names. EMR ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
47 | $55,217 | |
| 2 | EMR |
Emerson Electric Co
This page
|
156 | $22,330 | |
| 3 | DOV |
DOVER Corp
|
53 | $11,886 | |
| 4 | DCI |
DONALDSON Co INC
|
100 | $8,977 | |
| 5 | CMI |
Cummins Inc
|
3 | $2,139 | |
| 6 | ROK |
Rockwell Automation, Inc
|
3 | $1,485 | |
| 7 | OTIS |
Otis Worldwide Corp
|
11 | $787 | |
| 8 | AME |
Ametek Inc/
|
1 | $241 |
All Filings in EMR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,330 | 156 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $20,439 | 156 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $19,908 | 150 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||