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EME icon

CreativeOne Wealth’s Emcor EME Stock Holding History

CreativeOne 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 		$3.33M Buy
4,007
+808
+25% +$684K 0.07% 268
2026
Q1 		$2.36M Buy
3,199
+651
+26% +$474K 0.05% 313
2025
Q4 		$1.56M Buy
2,548
+81
+3% +$52.5K 0.04% 394
2025
Q3 		$1.6M Buy
2,467
+361
+17% +$219K 0.04% 397
2025
Q2 		$1.13M Sell
2,106
-246
-10% -$109K 0.03% 497
2025
Q1 		$869K Buy
2,352
+195
+9% +$84.3K 0.03% 526
2024
Q4 		$979K Buy
2,157
+703
+48% +$333K 0.03% 477
2024
Q3 		$626K Buy
1,454
+2
+0.1% +$755 0.02% 558
2024
Q2 		$530K Buy
1,452
+510
+54% +$188K 0.03% 459
2024
Q1 		$330K Buy
+942
New +$253K 0.01% 691

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

CreativeOne Wealth's EME Position: Q2 2026 in Review

CreativeOne Wealth increased its Emcor (EME) stake by 25% in Q2 2026, buying an estimated $684K and bringing the position to 4,007 shares worth $3.33M. The position accounts for 0.07% of the portfolio, ranked #268.

CreativeOne Wealth 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.

  • CreativeOne Wealth held 4,007 shares of Emcor worth $3.33M as of Q2 2026.
  • CreativeOne Wealth bought 808 Emcor shares in Q2 2026, an estimated $684K.
  • Emcor made up 0.07% of CreativeOne Wealth's portfolio in Q2 2026, its #268 holding.
  • CreativeOne Wealth 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 CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.