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Axxcess Wealth Management’s Emcor EME Stock Holding History

Axxcess 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 		$1.75M Buy
2,112
+196
+10% +$166K 0.03% 414
2026
Q1 		$1.41M Buy
1,916
+137
+8% +$99.7K 0.05% 211
2025
Q4 		$1.09M Sell
1,779
-100
-5% -$64.8K 0.02% 494
2025
Q3 		$1.22M Buy
1,879
+631
+51% +$383K 0.03% 410
2025
Q2 		$668K Buy
1,248
+584
+88% +$258K 0.02% 524
2025
Q1 		$245K Sell
664
-937
-59% -$405K 0.01% 753
2024
Q4 		$727K Buy
1,601
+68
+4% +$32.2K 0.02% 474
2024
Q3 		$660K Buy
1,533
+153
+11% +$57.7K 0.02% 489
2024
Q2 		$504K Buy
1,380
+488
+55% +$180K 0.01% 519
2024
Q1 		$312K Sell
892
-152
-15% -$40.8K 0.01% 655
2023
Q4 		$225K Sell
1,044
-8
-0.8% -$1.68K 0.01% 742
2023
Q3 		$221K Sell
1,052
-115
-10% -$24.1K 0.01% 700
2023
Q2 		$216K Sell
1,167
-92
-7% -$15.4K 0.02% 535
2023
Q1 		$205K Sell
1,259
-102
-7% -$15.7K 0.02% 587
2022
Q4 		$202K Buy
+1,361
New +$193K 0.02% 565

Other funds holding EME

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

Axxcess Wealth Management increased its Emcor (EME) stake by 10% in Q2 2026, buying an estimated $166K and bringing the position to 2,112 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #414.

Axxcess Wealth Management first reported a position in EME in Q4 2022 and has held it in 15 quarters since. 626 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Axxcess Wealth Management held 2,112 shares of Emcor worth $1.75M as of Q2 2026.
  • Axxcess Wealth Management bought 196 Emcor shares in Q2 2026, an estimated $166K.
  • Emcor made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #414 holding.
  • Axxcess Wealth Management first reported a position in Emcor in Q4 2022 and has held it in 15 quarters since.
  • 626 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.