Accurate Wealth Management
EME icon

Accurate Wealth Management’s Emcor EME Stock Holding History

Accurate 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 		$2.15M Buy
2,773
+424
+18% +$327K 0.19% 123
2026
Q2 		$1.84M Buy
2,349
+310
+15% +$262K 0.18% 133
2026
Q1 		$1.64M Buy
2,039
+55
+3% +$40K 0.2% 112
2025
Q4 		$1.28M Buy
1,984
+169
+9% +$109K 0.16% 143
2025
Q3 		$1.22M Buy
1,815
+107
+6% +$64.9K 0.16% 141
2025
Q2 		$935K Buy
1,708
+59
+4% +$26K 0.14% 156
2025
Q1 		$632K Buy
1,649
+255
+18% +$110K 0.12% 177
2024
Q4 		$651K Buy
1,394
+338
+32% +$160K 0.13% 170
2024
Q3 		$470K Buy
1,056
+20
+2% +$7.55K 0.09% 205
2024
Q2 		$394K Buy
1,036
+182
+21% +$67.1K 0.09% 196
2024
Q1 		$280K Buy
+854
New +$229K 0.08% 224
2023
Q1 		– Sell
-337
Closed -$49.5K – 593
2022
Q4 		$49.5K Buy
+337
New +$47.8K 0.02% 457

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

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

Accurate Wealth Management increased its Emcor (EME) stake by 18% in Q3 2026, buying an estimated $327K and bringing the position to 2,773 shares worth $2.15M. The position accounts for 0.19% of the portfolio, ranked #123.

Accurate Wealth Management first reported a position in EME in Q4 2022 and has held it in 12 quarters since. 1,024 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • Accurate Wealth Management held 2,773 shares of Emcor worth $2.15M as of Q3 2026.
  • Accurate Wealth Management bought 424 Emcor shares in Q3 2026, an estimated $327K.
  • Emcor made up 0.19% of Accurate Wealth Management's portfolio in Q3 2026, its #123 holding.
  • Accurate Wealth Management first reported a position in Emcor in Q4 2022 and has held it in 12 quarters since.
  • 1,024 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.