Blue Bell Private Wealth Management’s Emcor EME Stock Holding History

Blue Bell Private 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	$16.6K	Hold	20	–	–	﹤0.01%	537
2026 Q1	$14.8K	Hold	20	–	–	﹤0.01%	528
2025 Q4	$12.2K	Hold	20	–	–	﹤0.01%	531
2025 Q3	$13K	Buy	20 +4	+25%	+$2.43K	﹤0.01%	523
2025 Q2	$8.56K	Buy	16 +3	+23%	+$1.32K	﹤0.01%	543
2025 Q1	$4.8K	Buy	+13	New	+$5.62K	﹤0.01%	576
2023 Q1	–	Sell	-35	Closed	-$5.18K	–	676
2022 Q4	$5.18K	Hold	35	–	–	﹤0.01%	456
2022 Q3	$4K	Hold	35	–	–	﹤0.01%	502
2022 Q2	$4K	Hold	35	–	–	﹤0.01%	545
2022 Q1	$4K	Hold	35	–	–	﹤0.01%	586
2021 Q4	$4K	Buy	+35	New	+$4.33K	﹤0.01%	562

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Blue Bell Private Wealth Management's EME Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Emcor (EME) position steady in Q2 2026 at 20 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Blue Bell Private Wealth Management first reported a position in EME in Q4 2021 and has held it in 11 quarters since. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Blue Bell Private Wealth Management held 20 shares of Emcor worth $16.6K as of Q2 2026.
Blue Bell Private Wealth Management left its Emcor share count unchanged in Q2 2026.
Emcor made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #537 holding.
Blue Bell Private Wealth Management first reported a position in Emcor in Q4 2021 and has held it in 11 quarters since.
1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.