Action Point Financial Planning’s Emcor EME Stock Holding History

Action Point Financial Planning’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	$79.7K	Buy	+101	New	+$85.4K	0.01%	676

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Action Point Financial Planning's EME Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Emcor (EME) in Q2 2026: 101 shares worth $79.7K. The stake represents 0.01% of the portfolio and ranks #676 among its holdings.

1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Action Point Financial Planning held 101 shares of Emcor worth $79.7K as of Q2 2026.
Emcor was a new Action Point Financial Planning position in Q2 2026.
Emcor made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #676 holding.
1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.