AWM
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AE Wealth Management’s Emcor EME Stock Holding History

AE 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
Q1 		$594K Sell
805
-103
-11% -$75K ﹤0.01% 1022
2025
Q4 		$556K Buy
908
+67
+8% +$43.4K ﹤0.01% 1011
2025
Q3 		$547K Buy
841
+24
+3% +$14.6K ﹤0.01% 940
2025
Q2 		$437K Sell
817
-41
-5% -$18.1K ﹤0.01% 974
2025
Q1 		$317K Sell
858
-1,183
-58% -$512K ﹤0.01% 1061
2024
Q4 		$927K Buy
2,041
+372
+22% +$176K 0.01% 716
2024
Q3 		$719K Buy
1,669
+40
+2% +$15.1K 0.01% 788
2024
Q2 		$595K Buy
1,629
+1,055
+184% +$389K 0.01% 839
2024
Q1 		$201K Sell
574
-1,492
-72% -$401K ﹤0.01% 1101
2023
Q4 		$463K Buy
2,066
+662
+47% +$139K ﹤0.01% 1475
2023
Q3 		$295K Buy
+1,404
New +$294K ﹤0.01% 1620

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AE Wealth Management's EME Position: Q1 2026 in Review

AE Wealth Management reduced its Emcor (EME) stake by 11% in Q1 2026, selling an estimated $75K and leaving 805 shares worth $594K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

AE Wealth Management first reported a position in EME in Q3 2023 and has held it in 11 quarters since. The position peaked at $927K in Q4 2024. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • AE Wealth Management held 805 shares of Emcor worth $594K as of Q1 2026.
  • AE Wealth Management sold 103 Emcor shares in Q1 2026, an estimated $75K.
  • Emcor made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1022 holding.
  • AE Wealth Management first reported a position in Emcor in Q3 2023 and has held it in 11 quarters since.
  • AE Wealth Management's Emcor position peaked at $927K in Q4 2024.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.