Position in PH
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,790
New position
Shares Held
2
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Nvest Wealth Strategies, Inc. holds $103,062 across 8 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
47 | $55,217 | |
| 2 | EMR |
Emerson Electric Co
|
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 PH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,790 | 2 | Shares | Other | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||