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Avion Wealth’s Emcor EME Stock Holding History

Avion Wealth’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 		$11K Buy
14
+1
+8% +$846 ﹤0.01% 566
2026
Q1 		$9K Buy
13
+4
+44% +$2.91K ﹤0.01% 514
2025
Q4 		$5K Hold
9
– – ﹤0.01% 652
2025
Q3 		$5K Hold
9
– – ﹤0.01% 643
2025
Q2 		$4K Buy
9
+6
+200% +$2.65K ﹤0.01% 659
2025
Q1 		$1K Hold
3
– – ﹤0.01% 847
2024
Q4 		$1K Hold
3
– – ﹤0.01% 844
2024
Q3 		$1K Sell
3
-1
-25% -$377 ﹤0.01% 797
2024
Q2 		$1K Buy
4
+1
+33% +$369 ﹤0.01% 720
2024
Q1 		$2K Hold
3
– – ﹤0.01% 666
2023
Q4 		$1K Hold
3
– – ﹤0.01% 767
2023
Q3 		$0 Hold
3
– – ﹤0.01% 907
2023
Q2 		$0 Buy
+3
New +$502 ﹤0.01% 800

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

Avion Wealth's EME Position: Q2 2026 in Review

Avion Wealth increased its Emcor (EME) stake by 7.7% in Q2 2026, buying an estimated $846 and bringing the position to 14 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Avion Wealth first reported a position in EME in Q2 2023 and has held it in 13 quarters since. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Avion Wealth held 14 shares of Emcor worth $11K as of Q2 2026.
  • Avion Wealth bought 1 Emcor share in Q2 2026, an estimated $846.
  • Emcor made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #566 holding.
  • Avion Wealth first reported a position in Emcor in Q2 2023 and has held it in 13 quarters since.
  • 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.