Curio Wealth’s Emcor EME Stock Holding History

Curio 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	–	Sell	-1	Closed	-$738	–	399
2026 Q1	$738	Buy	+1	New	+$728	﹤0.01%	430

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

Curio Wealth's EME Position: Q2 2026 in Review

Curio Wealth sold out of Emcor (EME) in Q2 2026, closing a stake of 1 share — an estimated $738 sold.

Curio Wealth first reported a position in EME in Q1 2026 and held it in 1 quarter. The position peaked at $738 in Q1 2026. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Curio Wealth reported no remaining Emcor position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Emcor share in Q2 2026, an estimated $738.
Curio Wealth first reported a position in Emcor in Q1 2026 and held it in 1 quarter.
Curio Wealth's Emcor position peaked at $738 in Q1 2026.
1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.