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

Cassaday & 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
Q1 		$591K Hold
800
– – 0.01% 194
2025
Q4 		$489K Hold
800
– – 0.01% 223
2025
Q3 		$520K Sell
800
-100
-11% -$60.7K 0.01% 207
2025
Q2 		$481K Buy
900
+94
+12% +$41.5K 0.01% 212
2025
Q1 		$298K Hold
806
– – 0.01% 258
2024
Q4 		$366K Sell
806
-24
-3% -$11.4K 0.01% 225
2024
Q3 		$357K Buy
830
+30
+4% +$11.3K 0.01% 215
2024
Q2 		$292K Hold
800
– – 0.01% 229
2024
Q1 		$280K Buy
+800
New +$215K 0.01% 235

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cassaday & Co Wealth Management's EME Position: Q1 2026 in Review

Cassaday & Co Wealth Management held its Emcor (EME) position steady in Q1 2026 at 800 shares worth $591K. The position accounts for 0.01% of the portfolio, ranked #194.

Cassaday & Co Wealth Management first reported a position in EME in Q1 2024 and has held it in 9 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Cassaday & Co Wealth Management held 800 shares of Emcor worth $591K as of Q1 2026.
  • Cassaday & Co Wealth Management left its Emcor share count unchanged in Q1 2026.
  • Emcor made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #194 holding.
  • Cassaday & Co Wealth Management first reported a position in Emcor in Q1 2024 and has held it in 9 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.