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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
Q2 		$672K Buy
810
+5
+0.6% +$4.23K ﹤0.01% 1083
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 $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

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

AE Wealth Management increased its Emcor (EME) stake by 0.62% in Q2 2026, buying an estimated $4.23K and bringing the position to 810 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

AE Wealth Management first reported a position in EME in Q3 2023 and has held it in 12 quarters since. The position peaked at $927K in Q4 2024. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • AE Wealth Management held 810 shares of Emcor worth $672K as of Q2 2026.
  • AE Wealth Management bought 5 Emcor shares in Q2 2026, an estimated $4.23K.
  • Emcor made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1083 holding.
  • AE Wealth Management first reported a position in Emcor in Q3 2023 and has held it in 12 quarters since.
  • AE Wealth Management's Emcor position peaked at $927K in Q4 2024.
  • 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

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