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Amplius Wealth Advisors’s Emcor EME Stock Holding History

Amplius Wealth Advisors’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 		$243K Hold
293
– – 0.02% 186
2026
Q1 		$216K Buy
+293
New +$213K 0.02% 165
2025
Q3 		– Sell
-573
Closed -$306K – 185
2025
Q2 		$306K Sell
573
-40
-7% -$17.6K 0.03% 153
2025
Q1 		$227K Sell
613
-4
-0.6% -$1.73K 0.02% 172
2024
Q4 		$280K Hold
617
– – 0.03% 144
2024
Q3 		$266K Sell
617
-3
-0.5% -$1.13K 0.03% 143
2024
Q2 		$226K Buy
620
+3
+0.5% +$1.11K 0.03% 153
2024
Q1 		$216K Buy
+617
New +$166K 0.02% 165

Other funds holding EME

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Amplius Wealth Advisors's EME Position: Q2 2026 in Review

Amplius Wealth Advisors held its Emcor (EME) position steady in Q2 2026 at 293 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #186.

Amplius Wealth Advisors first reported a position in EME in Q1 2024 and has held it in 8 quarters since. The position peaked at $306K in Q2 2025. 294 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Amplius Wealth Advisors held 293 shares of Emcor worth $243K as of Q2 2026.
  • Amplius Wealth Advisors left its Emcor share count unchanged in Q2 2026.
  • Emcor made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #186 holding.
  • Amplius Wealth Advisors first reported a position in Emcor in Q1 2024 and has held it in 8 quarters since.
  • Amplius Wealth Advisors's Emcor position peaked at $306K in Q2 2025.
  • 294 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.