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Bogart Wealth LLC’s Emcor EME Stock Holding History

Bogart Wealth LLC’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 		$13.3M Buy
15,995
+96
+0.6% +$81.2K 0.45% 54
2026
Q1 		$11.7M Buy
15,899
+3,436
+28% +$2.5M 0.45% 51
2025
Q4 		$7.62M Buy
12,463
+12,435
+44,411% +$8.05M 0.31% 78
2025
Q3 		$18.2K Buy
28
+5
+22% +$3.03K ﹤0.01% 692
2025
Q2 		$12.3K Buy
+23
New +$10.1K ﹤0.01% 749
2025
Q1 		– Sell
-4
Closed -$1.82K – 1446
2024
Q4 		$1.82K Buy
+4
New +$1.89K ﹤0.01% 1112
2023
Q1 		– Sell
-61
Closed -$9.04K – 1134
2022
Q4 		$9.04K Buy
+61
New +$8.66K ﹤0.01% 572

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

Bogart Wealth LLC's EME Position: Q2 2026 in Review

Bogart Wealth LLC increased its Emcor (EME) stake by 0.6% in Q2 2026, buying an estimated $81.2K and bringing the position to 15,995 shares worth $13.3M. The position accounts for 0.45% of the portfolio, ranked #54.

Bogart Wealth LLC first reported a position in EME in Q4 2022 and has held it in 7 quarters since. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Bogart Wealth LLC held 15,995 shares of Emcor worth $13.3M as of Q2 2026.
  • Bogart Wealth LLC bought 96 Emcor shares in Q2 2026, an estimated $81.2K.
  • Emcor made up 0.45% of Bogart Wealth LLC's portfolio in Q2 2026, its #54 holding.
  • Bogart Wealth LLC first reported a position in Emcor in Q4 2022 and has held it in 7 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.