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 Q2	$664K	Hold	800	–	–	0.01%	197
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 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

Cassaday & Co Wealth Management's EME Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Emcor (EME) position steady in Q2 2026 at 800 shares worth $664K. The position accounts for 0.01% of the portfolio, ranked #197.

Cassaday & Co Wealth Management first reported a position in EME in Q1 2024 and has held it in 10 quarters since. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Cassaday & Co Wealth Management held 800 shares of Emcor worth $664K as of Q2 2026.
Cassaday & Co Wealth Management left its Emcor share count unchanged in Q2 2026.
Emcor made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #197 holding.
Cassaday & Co Wealth Management first reported a position in Emcor in Q1 2024 and has held it in 10 quarters since.
1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.