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Advyzon Investment Management’s Emcor EME Stock Holding History

Advyzon Investment 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 		$1.57M Buy
1,897
+610
+47% +$516K 0.11% 172
2026
Q1 		$950K Buy
1,287
+113
+10% +$82.2K 0.09% 241
2025
Q4 		$718K Buy
1,174
+695
+145% +$450K 0.08% 246
2025
Q3 		$311K Buy
+479
New +$291K 0.05% 316

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

Advyzon Investment Management's EME Position: Q2 2026 in Review

Advyzon Investment Management increased its Emcor (EME) stake by 47% in Q2 2026, buying an estimated $516K and bringing the position to 1,897 shares worth $1.57M. The position accounts for 0.11% of the portfolio, ranked #172.

Advyzon Investment Management first reported a position in EME in Q3 2025 and has held it in 4 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Advyzon Investment Management held 1,897 shares of Emcor worth $1.57M as of Q2 2026.
  • Advyzon Investment Management bought 610 Emcor shares in Q2 2026, an estimated $516K.
  • Emcor made up 0.11% of Advyzon Investment Management's portfolio in Q2 2026, its #172 holding.
  • Advyzon Investment Management first reported a position in Emcor in Q3 2025 and has held it in 4 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.