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Bartlett & Co Wealth Management’s Emcor EME Stock Holding History

Bartlett & Co 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 		$318K Buy
383
+376
+5,371% +$318K ﹤0.01% 411
2026
Q1 		$6.37K Buy
7
+1
+17% +$728 ﹤0.01% 980
2025
Q4 		$3.67K Buy
+6
New +$3.88K ﹤0.01% 1054
2022
Q3 		– Sell
-97
Closed -$9.99K – 1205
2022
Q2 		$9.99K Buy
+97
New +$10.4K ﹤0.01% 864

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

Bartlett & Co Wealth Management's EME Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Emcor (EME) stake by 5,371% in Q2 2026, buying an estimated $318K and bringing the position to 383 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Bartlett & Co Wealth Management first reported a position in EME in Q2 2022 and has held it in 4 quarters since. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Bartlett & Co Wealth Management held 383 shares of Emcor worth $318K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 376 Emcor shares in Q2 2026, an estimated $318K.
  • Emcor made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #411 holding.
  • Bartlett & Co Wealth Management first reported a position in Emcor in Q2 2022 and has held it in 4 quarters since.
  • 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.