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Evoke Wealth’s Emcor EME Stock Holding History

Evoke 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 		– Sell
-909
Closed -$671K – 195
2026
Q1 		$671K Buy
909
+475
+109% +$346K 0.01% 350
2025
Q4 		$266K Sell
434
-7
-2% -$4.53K 0.01% 554
2025
Q3 		$286K Buy
441
+3
+0.7% +$1.82K 0.01% 511
2025
Q2 		$234K Buy
+438
New +$193K 0.01% 521
2020
Q3 		– Sell
-26
Closed -$2K – 1045
2020
Q2 		$2K Hold
26
– – ﹤0.01% 855
2020
Q1 		$1.6K Sell
26
-27
-51% -$2.08K ﹤0.01% 841
2019
Q4 		$4.58K Sell
53
-6
-10% -$528 ﹤0.01% 930
2019
Q3 		$5.08K Buy
+59
New +$5.02K ﹤0.01% 999

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

Evoke Wealth's EME Position: Q2 2026 in Review

Evoke Wealth sold out of Emcor (EME) in Q2 2026, closing a stake of 909 shares — an estimated $671K sold.

Evoke Wealth first reported a position in EME in Q3 2019 and held it in 8 quarters. The position peaked at $671K in Q1 2026. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Evoke Wealth reported no remaining Emcor position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 909 Emcor shares in Q2 2026, an estimated $671K.
  • Evoke Wealth first reported a position in Emcor in Q3 2019 and held it in 8 quarters.
  • Evoke Wealth's Emcor position peaked at $671K in Q1 2026.
  • 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.