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Aaron Wealth Advisors’s Emcor EME Stock Holding History

Aaron Wealth Advisors’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
Q2 		– Sell
-341
Closed -$252K – 718
2026
Q1 		$252K Sell
341
-104
-23% -$75.7K 0.01% 611
2025
Q4 		$272K Buy
445
+107
+32% +$69.3K 0.01% 593
2025
Q3 		$220K Buy
+338
New +$205K 0.01% 604
2022
Q2 		– Sell
-48,881
Closed -$434K – 391
2022
Q1 		$434K Buy
+48,881
New +$5.76M 0.01% 547

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Aaron Wealth Advisors's EME Position: Q2 2026 in Review

Aaron Wealth Advisors sold out of Emcor (EME) in Q2 2026, closing a stake of 341 shares — an estimated $252K sold.

Aaron Wealth Advisors first reported a position in EME in Q1 2022 and held it in 4 quarters. The position peaked at $434K in Q1 2022. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Aaron Wealth Advisors reported no remaining Emcor position as of Q2 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 341 Emcor shares in Q2 2026, an estimated $252K.
  • Aaron Wealth Advisors first reported a position in Emcor in Q1 2022 and held it in 4 quarters.
  • Aaron Wealth Advisors's Emcor position peaked at $434K in Q1 2022.
  • 1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.