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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
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 $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

CreativeOne Wealth's EME Position: Q1 2026 in Review

CreativeOne Wealth increased its Emcor (EME) stake by 26% in Q1 2026, buying an estimated $474K and bringing the position to 3,199 shares worth $2.36M. The position accounts for 0.05% of the portfolio, ranked #313.

CreativeOne Wealth 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.

  • CreativeOne Wealth held 3,199 shares of Emcor worth $2.36M as of Q1 2026.
  • CreativeOne Wealth bought 651 Emcor shares in Q1 2026, an estimated $474K.
  • Emcor made up 0.05% of CreativeOne Wealth's portfolio in Q1 2026, its #313 holding.
  • CreativeOne Wealth 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 CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.