Position in SHMD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$582,061
-$57,102 QoQ
Shares Held
193,051
+29.1% QoQ
Ownership
0.293%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 42 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in SHMD Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026MORGAN STANLEY holds $29,452,065,611 across 68 Specialty Industrial Machinery names. SHMD ranks #57 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,715,959 | $6,715,451,582 | |
| 2 | ETN |
Eaton Corp plc
|
13,250,139 | $5,646,149,221 | |
| 3 | PH |
Parker-Hannifin Corp
|
2,581,520 | $2,525,036,334 | |
| 4 | CMI |
Cummins Inc
|
3,107,922 | $2,216,601,041 | |
| 5 | EMR |
Emerson Electric Co
|
12,010,701 | $1,719,331,838 | |
| 6 | ROK |
Rockwell Automation, Inc
|
3,040,314 | $1,505,198,646 | |
| 7 | ITW |
Illinois Tool Works Inc
|
4,899,971 | $1,325,295,149 | |
| 8 | AME |
Ametek Inc/
|
3,745,827 | $906,265,375 |
All Filings in SHMD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $582,061 | 92,981 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||