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Evexia Wealth’s Emcor EME Stock Holding History

Evexia Wealth’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 		$5.54M Sell
6,774
-85
-1% -$71.9K 1.5% 27
2026
Q1 		$5.57M Buy
6,859
+171
+3% +$124K 1.53% 26
2025
Q4 		$4.42M Sell
6,688
-132
-2% -$85.5K 1.23% 27
2025
Q3 		$4.62M Sell
6,820
-2,272
-25% -$1.38M 1.38% 26
2025
Q2 		$5.14M Buy
9,092
+2,110
+30% +$931K 1.62% 21
2025
Q1 		$2.73M Sell
6,982
-4
-0.1% -$1.73K 0.99% 33
2024
Q4 		$3.23M Buy
6,986
+153
+2% +$72.4K 1.09% 30
2024
Q3 		$3.01M Buy
+6,833
New +$2.58M 1.07% 32

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

Evexia Wealth's EME Position: Q2 2026 in Review

Evexia Wealth reduced its Emcor (EME) stake by 1.2% in Q2 2026, selling an estimated $71.9K and leaving 6,774 shares worth $5.54M. The position accounts for 1.5% of the portfolio, ranked #27.

Evexia Wealth first reported a position in EME in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.57M in Q1 2026. 1,249 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Evexia Wealth held 6,774 shares of Emcor worth $5.54M as of Q2 2026.
  • Evexia Wealth sold 85 Emcor shares in Q2 2026, an estimated $71.9K.
  • Emcor made up 1.5% of Evexia Wealth's portfolio in Q2 2026, its #27 holding.
  • Evexia Wealth first reported a position in Emcor in Q3 2024 and has held it in 8 quarters since.
  • Evexia Wealth's Emcor position peaked at $5.57M in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.