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Dogwood Wealth Management’s Emcor EME Stock Holding History

Dogwood 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 		$3.32K Hold
4
– – ﹤0.01% 580
2026
Q1 		$2.95K Hold
4
– – ﹤0.01% 579
2025
Q4 		$2.45K Sell
4
-42
-91% -$27.2K ﹤0.01% 525
2025
Q3 		$29.9K Hold
46
– – 0.01% 153
2025
Q2 		$24.9K Sell
46
-96
-68% -$42.4K 0.01% 157
2025
Q1 		$52.5K Buy
142
+53
+60% +$22.9K 0.03% 119
2024
Q4 		$40.5K Buy
+89
New +$42.1K 0.02% 131

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 $3.38T AUM 44.17% 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

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

Dogwood Wealth Management held its Emcor (EME) position steady in Q2 2026 at 4 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Dogwood Wealth Management first reported a position in EME in Q4 2024 and has held it in 7 quarters since. The position peaked at $52.5K in Q1 2025. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Dogwood Wealth Management held 4 shares of Emcor worth $3.32K as of Q2 2026.
  • Dogwood Wealth Management left its Emcor share count unchanged in Q2 2026.
  • Emcor made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #580 holding.
  • Dogwood Wealth Management first reported a position in Emcor in Q4 2024 and has held it in 7 quarters since.
  • Dogwood Wealth Management's Emcor position peaked at $52.5K in Q1 2025.
  • 1,251 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.