Amplius Wealth Advisors
EME icon

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
Q3 		$235K Buy
311
+18
+6% +$13.9K 0.02% 196
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

Amplius Wealth Advisors's EME Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Emcor (EME) stake by 6.1% in Q3 2026, buying an estimated $13.9K and bringing the position to 311 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #196.

Amplius Wealth Advisors first reported a position in EME in Q1 2024 and has held it in 9 quarters since. The position peaked at $306K in Q2 2025. 1,024 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • Amplius Wealth Advisors held 311 shares of Emcor worth $235K as of Q3 2026.
  • Amplius Wealth Advisors bought 18 Emcor shares in Q3 2026, an estimated $13.9K.
  • Emcor made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #196 holding.
  • Amplius Wealth Advisors first reported a position in Emcor in Q1 2024 and has held it in 9 quarters since.
  • Amplius Wealth Advisors's Emcor position peaked at $306K in Q2 2025.
  • 1,024 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.