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Beverly Hills Private Wealth’s Emcor EME Stock Holding History

Beverly Hills Private 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 		– Sell
-389
Closed -$287K – 297
2026
Q1 		$287K Buy
389
+20
+5% +$14.6K 0.05% 274
2025
Q4 		$226K Buy
+369
New +$239K 0.04% 299

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

Beverly Hills Private Wealth's EME Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Emcor (EME) in Q2 2026, closing a stake of 389 shares — an estimated $287K sold.

Beverly Hills Private Wealth first reported a position in EME in Q4 2025 and held it in 2 quarters. The position peaked at $287K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Emcor position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 389 Emcor shares in Q2 2026, an estimated $287K.
  • Beverly Hills Private Wealth first reported a position in Emcor in Q4 2025 and held it in 2 quarters.
  • Beverly Hills Private Wealth's Emcor position peaked at $287K in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.