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B. Riley Wealth Advisors’s Emcor EME Stock Holding History

B. Riley 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 		– Sell
-1,582
Closed -$968K – 957
2025
Q4 		$968K Sell
1,582
-34
-2% -$22K 0.04% 353
2025
Q3 		$1.05M Sell
1,616
-245
-13% -$149K 0.05% 332
2025
Q2 		$995K Buy
+1,861
New +$821K 0.05% 356
2024
Q4 		$702K Sell
1,546
-896
-37% -$424K 0.02% 569
2024
Q3 		$1.05M Sell
2,442
-570
-19% -$215K 0.03% 483
2024
Q2 		$1.1M Sell
3,012
-825
-22% -$304K 0.03% 505
2024
Q1 		$807K Buy
3,837
+1,608
+72% +$432K 0.02% 597
2023
Q4 		$480K Sell
2,229
-1,608
-42% -$337K 0.01% 837
2023
Q3 		$807K Buy
3,837
+1,041
+37% +$218K 0.02% 597
2023
Q2 		$517K Sell
2,796
-2,170
-44% -$363K 0.01% 835
2023
Q1 		$808K Buy
4,966
+408
+9% +$62.7K 0.02% 610
2022
Q4 		$675K Buy
4,558
+1,371
+43% +$195K 0.02% 674
2022
Q3 		$370K Buy
3,187
+509
+19% +$58.2K 0.01% 896
2022
Q2 		$277K Sell
2,678
-75
-3% -$8.02K 0.01% 909
2022
Q1 		$312K Buy
+2,753
New +$324K 0.01% 991

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

B. Riley Wealth Advisors's EME Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Emcor (EME) in Q1 2026, closing a stake of 1,582 shares — an estimated $968K sold.

B. Riley Wealth Advisors first reported a position in EME in Q1 2022 and held it in 15 quarters. The position peaked at $1.1M in Q2 2024. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Emcor position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,582 Emcor shares in Q1 2026, an estimated $968K.
  • B. Riley Wealth Advisors first reported a position in Emcor in Q1 2022 and held it in 15 quarters.
  • B. Riley Wealth Advisors's Emcor position peaked at $1.1M in Q2 2024.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.