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Ariadne Wealth Management’s Emcor EME Stock Holding History

Ariadne 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 		$316K Sell
381
-75
-16% -$63.4K 0.14% 165
2026
Q1 		$337K Sell
456
-64
-12% -$46.6K 0.15% 154
2025
Q4 		$407K Buy
520
+138
+36% +$89.4K 0.17% 132
2025
Q3 		$236K Sell
382
-1
-0.3% -$607 0.11% 206
2025
Q2 		$236K Buy
+383
New +$169K 0.11% 182

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

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

Ariadne Wealth Management reduced its Emcor (EME) stake by 16% in Q2 2026, selling an estimated $63.4K and leaving 381 shares worth $316K. The position accounts for 0.14% of the portfolio, ranked #165.

Ariadne Wealth Management first reported a position in EME in Q2 2025 and has held it in 5 quarters since. The position peaked at $407K in Q4 2025. 1,247 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Ariadne Wealth Management held 381 shares of Emcor worth $316K as of Q2 2026.
  • Ariadne Wealth Management sold 75 Emcor shares in Q2 2026, an estimated $63.4K.
  • Emcor made up 0.14% of Ariadne Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Ariadne Wealth Management first reported a position in Emcor in Q2 2025 and has held it in 5 quarters since.
  • Ariadne Wealth Management's Emcor position peaked at $407K in Q4 2025.
  • 1,247 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

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