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Alliance Wealth Advisors (Utah)’s Emcor EME Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$241K Buy
+290
New +$245K 0.05% 212
2026
Q1 		– Sell
-407
Closed -$249K – 240
2025
Q4 		$249K Sell
407
-333
-45% -$216K 0.05% 226
2025
Q3 		$481K Sell
740
-114
-13% -$69.2K 0.11% 182
2025
Q2 		$457K Buy
854
+69
+9% +$30.4K 0.11% 175
2025
Q1 		$290K Sell
785
-55
-7% -$23.8K 0.08% 217
2024
Q4 		$381K Sell
840
-51
-6% -$24.1K 0.1% 190
2024
Q3 		$384K Sell
891
-261
-23% -$98.5K 0.1% 176
2024
Q2 		$421K Sell
1,152
-400
-26% -$148K 0.12% 155
2024
Q1 		$544K Sell
1,552
-268
-15% -$71.9K 0.16% 132
2023
Q4 		$392K Sell
1,820
-41
-2% -$8.6K 0.13% 165
2023
Q3 		$392K Buy
1,861
+9
+0.5% +$1.88K 0.15% 147
2023
Q2 		$342K Sell
1,852
-2
-0.1% -$335 0.13% 160
2023
Q1 		$301K Buy
1,854
+51
+3% +$7.84K 0.12% 174
2022
Q4 		$267K Buy
+1,803
New +$256K 0.12% 176

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

Alliance Wealth Advisors (Utah)'s EME Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) opened a new position in Emcor (EME) in Q2 2026: 290 shares worth $241K. The stake represents 0.05% of the portfolio and ranks #212 among its holdings. This is a return to the name: Alliance Wealth Advisors (Utah) previously reported a position in EME as recently as Q4 2025.

Alliance Wealth Advisors (Utah) first reported a position in EME in Q4 2022 and has held it in 14 quarters since. The position peaked at $544K in Q1 2024. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 290 shares of Emcor worth $241K as of Q2 2026.
  • Emcor was a new Alliance Wealth Advisors (Utah) position in Q2 2026.
  • Emcor made up 0.05% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #212 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Emcor in Q4 2022 and has held it in 14 quarters since.
  • Alliance Wealth Advisors (Utah)'s Emcor position peaked at $544K in Q1 2024.
  • 1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.