EI
EME icon

Ellevest Inc’s Emcor EME Stock Holding History

Ellevest Inc’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 		$501K Sell
603
-41
-6% -$34.7K 0.06% 254
2026
Q1 		$476K Hold
644
– – 0.07% 242
2025
Q4 		$394K Buy
644
+22
+4% +$14.2K 0.05% 270
2025
Q3 		$404K Sell
622
-103
-14% -$62.5K 0.06% 265
2025
Q2 		$388K Buy
725
+42
+6% +$18.5K 0.06% 253
2025
Q1 		$252K Buy
683
+120
+21% +$51.9K 0.02% 325
2024
Q4 		$256K Sell
563
-79
-12% -$37.4K 0.01% 343
2024
Q3 		$276K Buy
642
+6
+0.9% +$2.27K 0.02% 343
2024
Q2 		$232K Buy
636
+7
+1% +$2.58K 0.01% 359
2024
Q1 		$220K Buy
+629
New +$169K 0.01% 363
2023
Q2 		– Sell
-929
Closed -$151K – 727
2023
Q1 		$151K Buy
929
+292
+46% +$44.9K 0.01% 369
2022
Q4 		$94.3K Buy
637
+192
+43% +$27.3K 0.01% 452
2022
Q3 		$51K Buy
445
+249
+127% +$28.4K ﹤0.01% 576
2022
Q2 		$20K Sell
196
-82
-29% -$8.77K ﹤0.01% 752
2022
Q1 		$31K Buy
278
+43
+18% +$5.06K ﹤0.01% 633
2021
Q4 		$30K Buy
235
+68
+41% +$8.42K ﹤0.01% 632
2021
Q3 		$19K Sell
167
-4
-2% -$479 ﹤0.01% 681
2021
Q2 		$21K Buy
171
+25
+17% +$3.05K ﹤0.01% 633
2021
Q1 		$16K Buy
146
+6
+4% +$601 ﹤0.01% 699
2020
Q4 		$13K Buy
140
+7
+5% +$562 ﹤0.01% 698
2020
Q3 		$9K Buy
133
+19
+17% +$1.32K ﹤0.01% 671
2020
Q2 		$8K Sell
114
-53
-32% -$3.32K ﹤0.01% 654
2020
Q1 		$10K Sell
167
-8
-5% -$617 ﹤0.01% 548
2019
Q4 		$15K Buy
+175
New +$15.4K ﹤0.01% 466

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

Ellevest Inc's EME Position: Q2 2026 in Review

Ellevest Inc reduced its Emcor (EME) stake by 6.4% in Q2 2026, selling an estimated $34.7K and leaving 603 shares worth $501K. The position accounts for 0.06% of the portfolio, ranked #254.

Ellevest Inc first reported a position in EME in Q4 2019 and has held it in 24 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Ellevest Inc held 603 shares of Emcor worth $501K as of Q2 2026.
  • Ellevest Inc sold 41 Emcor shares in Q2 2026, an estimated $34.7K.
  • Emcor made up 0.06% of Ellevest Inc's portfolio in Q2 2026, its #254 holding.
  • Ellevest Inc first reported a position in Emcor in Q4 2019 and has held it in 24 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.