Position in IEX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$503,813
+$50,421 QoQ
Shares Held
2,220
-7.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#411
of 677 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026AE Wealth Management LLC holds $201,926,188 across 23 Specialty Industrial Machinery names. IEX ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTS |
Watts Water Technologies Inc
|
157,140 | $61,512,421 | |
| 2 | GGG |
Graco Inc
|
562,246 | $42,511,387 | |
| 3 | DOV |
DOVER Corp
|
115,322 | $25,864,389 | |
| 4 | EMR |
Emerson Electric Co
|
139,937 | $20,031,944 | |
| 5 | GEV |
GE Vernova Inc.
|
16,767 | $19,698,853 | |
| 6 | PH |
Parker-Hannifin Corp
|
9,881 | $9,664,780 | |
| 7 | ETN |
Eaton Corp plc
|
13,719 | $5,845,915 | |
| 8 | SMR |
NUSCALE POWER Corp
|
381,408 | $3,825,521 |
All Filings in IEX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,813 | 2,220 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $453,392 | 2,392 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $462,632 | 2,600 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $25,852,940 | 158,841 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $26,762,465 | 152,432 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $26,558,959 | 146,759 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $30,515,720 | 145,806 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $30,392,072 | 141,688 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $25,745,743 | 127,961 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $27,458,099 | 112,524 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $20,387,497 | 93,904 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,517,875 | 74,598 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $13,518,758 | 62,802 | Shares | Sole | 2023-07-10 | |
| No filing history on record for this holder in this stock. | ||||||