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Diversify Wealth Management’s Emcor EME Stock Holding History

Diversify 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 		$765K Buy
1,030
+27
+3% +$22.8K 0.01% 731
2026
Q1 		$836K Buy
+1,003
New +$730K 0.01% 655

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

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

Diversify Wealth Management increased its Emcor (EME) stake by 2.7% in Q2 2026, buying an estimated $22.8K and bringing the position to 1,030 shares worth $765K. The position accounts for 0.01% of the portfolio, ranked #731.

Diversify Wealth Management first reported a position in EME in Q1 2026 and has held it in 2 quarters since. The position peaked at $836K in Q1 2026. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Diversify Wealth Management held 1,030 shares of Emcor worth $765K as of Q2 2026.
  • Diversify Wealth Management bought 27 Emcor shares in Q2 2026, an estimated $22.8K.
  • Emcor made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #731 holding.
  • Diversify Wealth Management first reported a position in Emcor in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Emcor position peaked at $836K in Q1 2026.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.