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EP Wealth Advisors’s Emcor EME Stock Holding History

EP Wealth Advisors’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 		$855K Buy
1,030
+315
+44% +$266K ﹤0.01% 802
2026
Q1 		$528K Buy
715
+71
+11% +$51.7K ﹤0.01% 874
2025
Q4 		$394K Buy
+644
New +$417K ﹤0.01% 985
2025
Q2 		$251K Buy
+469
New +$207K ﹤0.01% 1120
2025
Q1 		– Sell
-444
Closed -$202K – 1313
2024
Q4 		$202K Buy
+444
New +$210K ﹤0.01% 1084

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

EP Wealth Advisors's EME Position: Q2 2026 in Review

EP Wealth Advisors increased its Emcor (EME) stake by 44% in Q2 2026, buying an estimated $266K and bringing the position to 1,030 shares worth $855K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

EP Wealth Advisors first reported a position in EME in Q4 2024 and has held it in 5 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • EP Wealth Advisors held 1,030 shares of Emcor worth $855K as of Q2 2026.
  • EP Wealth Advisors bought 315 Emcor shares in Q2 2026, an estimated $266K.
  • Emcor made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #802 holding.
  • EP Wealth Advisors first reported a position in Emcor in Q4 2024 and has held it in 5 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.