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Alvarez & Marsal Private Wealth Partners’s Emcor EME Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		– Sell
-709
Closed -$523K – 138
2026
Q1 		$523K Buy
+709
New +$516K 0.07% 62

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State Street
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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

Alvarez & Marsal Private Wealth Partners's EME Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Emcor (EME) in Q2 2026, closing a stake of 709 shares — an estimated $523K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in EME in Q1 2026 and held it in 1 quarter. The position peaked at $523K in Q1 2026. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Emcor position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 709 Emcor shares in Q2 2026, an estimated $523K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Emcor in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's Emcor position peaked at $523K in Q1 2026.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.