EverSource Wealth Advisors’s Emcor EME Stock Holding History

EverSource 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	$1.28M	Sell	1,545 -330	-18%	-$279K	0.04%	303
2026 Q1	$1.38M	Buy	1,875 +674	+56%	+$491K	0.04%	304
2025 Q4	$735K	Buy	1,201 +144	+14%	+$93.2K	0.03%	410
2025 Q3	$687K	Buy	1,057 +108	+11%	+$65.5K	0.03%	402
2025 Q2	$508K	Buy	949 +526	+124%	+$232K	0.02%	448
2025 Q1	$156K	Buy	423 +9	+2%	+$3.89K	0.01%	753
2024 Q4	$188K	Buy	414 +98	+31%	+$46.4K	0.01%	676
2024 Q3	$136K	Sell	316 -436	-58%	-$165K	0.01%	694
2024 Q2	$282K	Buy	752 +1	+0.1%	+$369	0.02%	455
2024 Q1	$268K	Buy	751 +15	+2%	+$4.03K	0.02%	410
2023 Q4	$159K	Buy	736 +6	+0.8%	+$1.26K	0.01%	496
2023 Q3	$154K	Hold	730	–	–	0.02%	460
2023 Q2	$135K	Hold	730	–	–	0.01%	483
2023 Q1	$119K	Hold	730	–	–	0.01%	490
2022 Q4	$108K	Hold	730	–	–	0.02%	484
2022 Q3	$84K	Buy	+730	New	+$83.4K	0.02%	479

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Emcor (EME) stake by 18% in Q2 2026, selling an estimated $279K and leaving 1,545 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #303.

EverSource Wealth Advisors first reported a position in EME in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.38M in Q1 2026. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

EverSource Wealth Advisors held 1,545 shares of Emcor worth $1.28M as of Q2 2026.
EverSource Wealth Advisors sold 330 Emcor shares in Q2 2026, an estimated $279K.
Emcor made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #303 holding.
EverSource Wealth Advisors first reported a position in Emcor in Q3 2022 and has held it in 16 quarters since.
EverSource Wealth Advisors's Emcor position peaked at $1.38M in Q1 2026.
1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.