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Basecamp Wealth Advisors’s Emcor EME Stock Holding History

Basecamp 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
Q2 		$42.3K Buy
51
+3
+6% +$2.54K 0.01% 585
2026
Q1 		$35.4K Buy
48
+47
+4,700% +$34.2K 0.01% 635
2025
Q4 		$612 Buy
+1
New +$648 ﹤0.01% 1589

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

Basecamp Wealth Advisors's EME Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Emcor (EME) stake by 6.3% in Q2 2026, buying an estimated $2.54K and bringing the position to 51 shares worth $42.3K. The position accounts for 0.01% of the portfolio, ranked #585.

Basecamp Wealth Advisors first reported a position in EME in Q4 2025 and has held it in 3 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Basecamp Wealth Advisors held 51 shares of Emcor worth $42.3K as of Q2 2026.
  • Basecamp Wealth Advisors bought 3 Emcor shares in Q2 2026, an estimated $2.54K.
  • Emcor made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #585 holding.
  • Basecamp Wealth Advisors first reported a position in Emcor in Q4 2025 and has held it in 3 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.