Acumen Wealth Advisors’s Emcor EME Stock Holding History

Acumen Wealth Advisors’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	$357K	Buy	+430	New	+$364K	0.08%	88

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

Acumen Wealth Advisors's EME Position: Q2 2026 in Review

Acumen Wealth Advisors opened a new position in Emcor (EME) in Q2 2026: 430 shares worth $357K. The stake represents 0.08% of the portfolio and ranks #88 among its holdings.

1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Acumen Wealth Advisors held 430 shares of Emcor worth $357K as of Q2 2026.
Emcor was a new Acumen Wealth Advisors position in Q2 2026.
Emcor made up 0.08% of Acumen Wealth Advisors's portfolio in Q2 2026, its #88 holding.
1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.