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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Activest Wealth Management reduced its Emcor (EME) stake by 11% in Q2 2026, selling an estimated $5.08K and leaving 49 shares worth $40.7K. The position accounts for 0.01% of the portfolio, ranked #305.

Activest Wealth Management first reported a position in EME in Q4 2022 and has held it in 6 quarters since. 1,249 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Activest Wealth Management held 49 shares of Emcor worth $40.7K as of Q2 2026.
  • Activest Wealth Management sold 6 Emcor shares in Q2 2026, an estimated $5.08K.
  • Emcor made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #305 holding.
  • Activest Wealth Management first reported a position in Emcor in Q4 2022 and has held it in 6 quarters since.
  • 1,249 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.