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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evoke Wealth's EME Position: Q1 2026 in Review

Evoke Wealth increased its Emcor (EME) stake by 109% in Q1 2026, buying an estimated $346K and bringing the position to 909 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #350.

Evoke Wealth first reported a position in EME in Q3 2019 and has held it in 8 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Evoke Wealth held 909 shares of Emcor worth $671K as of Q1 2026.
  • Evoke Wealth bought 475 Emcor shares in Q1 2026, an estimated $346K.
  • Emcor made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #350 holding.
  • Evoke Wealth first reported a position in Emcor in Q3 2019 and has held it in 8 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.