Position in SHMD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$639,163
+$550,730 QoQ
Shares Held
120,597
+744.8% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in SHMD Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026MORGAN STANLEY holds $25,659,169,924 across 69 Specialty Industrial Machinery names. SHMD ranks #58 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,369,723 | $5,560,131,198 | |
| 2 | ETN |
Eaton Corp plc
|
13,111,623 | $4,689,634,187 | |
| 3 | PH |
Parker-Hannifin Corp
|
2,554,356 | $2,286,761,657 | |
| 4 | CMI |
Cummins Inc
|
3,066,481 | $1,649,828,099 | |
| 5 | EMR |
Emerson Electric Co
|
11,650,062 | $1,526,391,115 | |
| 6 | ITW |
Illinois Tool Works Inc
|
5,404,241 | $1,406,669,884 | |
| 7 | ROK |
Rockwell Automation, Inc
|
2,823,547 | $1,013,314,538 | |
| 8 | OTIS |
Otis Worldwide Corp
|
12,959,312 | $998,903,762 |
All Filings in SHMD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $639,163 | 120,597 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $88,433 | 14,275 | Shares | Defined | 2026-05-27 | |
| 2024-12-31 | $23,100 | 7,500 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||