1776 Wealth’s Emcor EME Stock Holding History

1776 Wealth’s Portfolio EME Stock Details EME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$657K	Buy	890 +150	+20%	+$109K	0.26%	75
2025 Q4	$453K	Hold	740	–	–	0.17%	93
2025 Q3	$481K	Buy	740 +40	+6%	+$24.3K	0.19%	88
2025 Q2	$374K	Buy	+700	New	+$309K	0.15%	106

Other funds holding EME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1776 Wealth's EME Position: Q1 2026 in Review

1776 Wealth increased its Emcor (EME) stake by 20% in Q1 2026, buying an estimated $109K and bringing the position to 890 shares worth $657K. The position accounts for 0.26% of the portfolio, ranked #75.

1776 Wealth first reported a position in EME in Q2 2025 and has held it in 4 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

1776 Wealth held 890 shares of Emcor worth $657K as of Q1 2026.
1776 Wealth bought 150 Emcor shares in Q1 2026, an estimated $109K.
Emcor made up 0.26% of 1776 Wealth's portfolio in Q1 2026, its #75 holding.
1776 Wealth first reported a position in Emcor in Q2 2025 and has held it in 4 quarters since.
1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.