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Abound Wealth Management’s Emcor EME Stock Holding History

Abound Wealth Management’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 		$830 Buy
+1
New +$846 ﹤0.01% 848
2025
Q4 		– Sell
-13
Closed -$8.45K – 1456
2025
Q3 		$8.45K Buy
+13
New +$7.89K ﹤0.01% 527
2023
Q3 		– Sell
-8
Closed -$1.48K – 1181
2023
Q2 		$1.48K Buy
+8
New +$1.34K ﹤0.01% 682

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

Abound Wealth Management's EME Position: Q2 2026 in Review

Abound Wealth Management opened a new position in Emcor (EME) in Q2 2026: 1 share worth $830. The stake represents ﹤0.01% of the portfolio and ranks #848 among its holdings. This is a return to the name: Abound Wealth Management previously reported a position in EME as recently as Q3 2025.

Abound Wealth Management first reported a position in EME in Q2 2023 and has held it in 3 quarters since. The position peaked at $8.45K in Q3 2025. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Abound Wealth Management held 1 share of Emcor worth $830 as of Q2 2026.
  • Emcor was a new Abound Wealth Management position in Q2 2026.
  • Emcor made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #848 holding.
  • Abound Wealth Management first reported a position in Emcor in Q2 2023 and has held it in 3 quarters since.
  • Abound Wealth Management's Emcor position peaked at $8.45K in Q3 2025.
  • 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.