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Dakota Wealth Management’s Emcor EME Stock Holding History

Dakota 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 		$1.71M Sell
2,065
-253
-11% -$214K 0.03% 339
2026
Q1 		$1.71M Buy
2,318
+535
+30% +$389K 0.04% 312
2025
Q4 		$1.09M Buy
+1,783
New +$1.15M 0.02% 389
2025
Q3 		– Sell
-607
Closed -$325K – 694
2025
Q2 		$325K Buy
607
+9
+2% +$3.97K 0.01% 593
2025
Q1 		$221K Sell
598
-11
-2% -$4.76K 0.01% 696
2024
Q4 		$276K Buy
609
+5
+0.8% +$2.37K 0.01% 633
2024
Q3 		$260K Sell
604
-137
-18% -$51.7K 0.01% 626
2024
Q2 		$271K Sell
741
-146
-16% -$53.9K 0.01% 604
2024
Q1 		$311K Sell
887
-358
-29% -$96.1K 0.01% 577
2023
Q4 		$268K Sell
1,245
-5
-0.4% -$1.05K 0.01% 539
2023
Q3 		$263K Buy
1,250
+38
+3% +$7.95K 0.01% 520
2023
Q2 		$224K Buy
+1,212
New +$203K 0.01% 561

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

Dakota Wealth Management's EME Position: Q2 2026 in Review

Dakota Wealth Management reduced its Emcor (EME) stake by 11% in Q2 2026, selling an estimated $214K and leaving 2,065 shares worth $1.71M. The position accounts for 0.03% of the portfolio, ranked #339.

Dakota Wealth Management first reported a position in EME in Q2 2023 and has held it in 12 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Dakota Wealth Management held 2,065 shares of Emcor worth $1.71M as of Q2 2026.
  • Dakota Wealth Management sold 253 Emcor shares in Q2 2026, an estimated $214K.
  • Emcor made up 0.03% of Dakota Wealth Management's portfolio in Q2 2026, its #339 holding.
  • Dakota Wealth Management first reported a position in Emcor in Q2 2023 and has held it in 12 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

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