Activest Wealth Management
EME icon

Activest Wealth Management’s Emcor EME Stock Holding History

Activest 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 		$37K Hold
49
– – 0.01% 324
2026
Q2 		$40.7K Sell
49
-6
-11% -$5.08K 0.01% 305
2026
Q1 		$40.6K Buy
55
+1
+2% +$728 0.01% 377
2025
Q4 		$33K Buy
54
+48
+800% +$31.1K 0.01% 394
2025
Q3 		$3.9K Hold
6
– – ﹤0.01% 690
2025
Q2 		$3.21K Buy
+6
New +$2.65K ﹤0.01% 620
2023
Q1 		– Sell
-31
Closed -$4.59K – 383
2022
Q4 		$4.59K Buy
+31
New +$4.4K ﹤0.01% 361

Other funds holding EME

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

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

Activest Wealth Management held its Emcor (EME) position steady in Q3 2026 at 49 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #324.

Activest Wealth Management first reported a position in EME in Q4 2022 and has held it in 7 quarters since. The position peaked at $40.7K in Q2 2026. 749 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • Activest Wealth Management held 49 shares of Emcor worth $37K as of Q3 2026.
  • Activest Wealth Management left its Emcor share count unchanged in Q3 2026.
  • Emcor made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #324 holding.
  • Activest Wealth Management first reported a position in Emcor in Q4 2022 and has held it in 7 quarters since.
  • Activest Wealth Management's Emcor position peaked at $40.7K in Q2 2026.
  • 749 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.