Abound Wealth Management
EME icon

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
Q3 		$1.51K Buy
2
+1
+100% +$771 ﹤0.01% 879
2026
Q2 		$830 Buy
+1
New +$846 ﹤0.01% 848
2025
Q4 		– Sell
-13
Closed -$8.44K – 1456
2025
Q3 		$8.44K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

Abound Wealth Management's EME Position: Q3 2026 in Review

Abound Wealth Management increased its Emcor (EME) stake by 100% in Q3 2026, buying an estimated $771 and bringing the position to 2 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Abound Wealth Management first reported a position in EME in Q2 2023 and has held it in 4 quarters since. The position peaked at $8.44K in Q3 2025. 1,012 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • Abound Wealth Management held 2 shares of Emcor worth $1.51K as of Q3 2026.
  • Abound Wealth Management bought 1 Emcor share in Q3 2026, an estimated $771.
  • Emcor made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #879 holding.
  • Abound Wealth Management first reported a position in Emcor in Q2 2023 and has held it in 4 quarters since.
  • Abound Wealth Management's Emcor position peaked at $8.44K in Q3 2025.
  • 1,012 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.