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Arkadios Wealth Advisors’s Emcor EME Stock Holding History

Arkadios 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
Q1 		$1.18M Buy
1,593
+274
+21% +$199K 0.02% 709
2025
Q4 		$807K Sell
1,319
-116
-8% -$75.1K 0.02% 795
2025
Q3 		$932K Buy
1,435
+210
+17% +$127K 0.02% 669
2025
Q2 		$655K Buy
1,225
+467
+62% +$206K 0.02% 743
2025
Q1 		$280K Sell
758
-42
-5% -$18.2K 0.01% 933
2024
Q4 		$363K Buy
800
+169
+27% +$80K 0.02% 660
2024
Q3 		$272K Buy
631
+80
+15% +$30.2K 0.02% 743
2024
Q2 		$201K Buy
+551
New +$203K 0.01% 773
2021
Q4 		– Sell
-11
Closed -$1K – 908
2021
Q3 		$1K Sell
11
-122
-92% -$14.6K ﹤0.01% 1797
2021
Q2 		$16K Buy
133
+105
+375% +$12.8K ﹤0.01% 1374
2021
Q1 		$3K Buy
+28
New +$2.81K ﹤0.01% 1454

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arkadios Wealth Advisors's EME Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Emcor (EME) stake by 21% in Q1 2026, buying an estimated $199K and bringing the position to 1,593 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #709.

Arkadios Wealth Advisors first reported a position in EME in Q1 2021 and has held it in 11 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Arkadios Wealth Advisors held 1,593 shares of Emcor worth $1.18M as of Q1 2026.
  • Arkadios Wealth Advisors bought 274 Emcor shares in Q1 2026, an estimated $199K.
  • Emcor made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #709 holding.
  • Arkadios Wealth Advisors first reported a position in Emcor in Q1 2021 and has held it in 11 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.