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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

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

Accurate Wealth Management increased its Emcor (EME) stake by 15% in Q2 2026, buying an estimated $262K and bringing the position to 2,349 shares worth $1.84M. The position accounts for 0.18% of the portfolio, ranked #133.

Accurate Wealth Management first reported a position in EME in Q4 2022 and has held it in 11 quarters since. 383 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Accurate Wealth Management held 2,349 shares of Emcor worth $1.84M as of Q2 2026.
  • Accurate Wealth Management bought 310 Emcor shares in Q2 2026, an estimated $262K.
  • Emcor made up 0.18% of Accurate Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Accurate Wealth Management first reported a position in Emcor in Q4 2022 and has held it in 11 quarters since.
  • 383 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.