EPW
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Evolve Private Wealth’s Emcor EME Stock Holding History

Evolve Private 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 		$3.03M Sell
3,655
-68
-2% -$57.5K 0.19% 104
2026
Q1 		$2.75M Buy
3,723
+192
+5% +$140K 0.15% 134
2025
Q4 		$2.16M Buy
+3,531
New +$2.29M 0.13% 145

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

Evolve Private Wealth's EME Position: Q2 2026 in Review

Evolve Private Wealth reduced its Emcor (EME) stake by 1.8% in Q2 2026, selling an estimated $57.5K and leaving 3,655 shares worth $3.03M. The position accounts for 0.19% of the portfolio, ranked #104.

Evolve Private Wealth first reported a position in EME in Q4 2025 and has held it in 3 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Evolve Private Wealth held 3,655 shares of Emcor worth $3.03M as of Q2 2026.
  • Evolve Private Wealth sold 68 Emcor shares in Q2 2026, an estimated $57.5K.
  • Emcor made up 0.19% of Evolve Private Wealth's portfolio in Q2 2026, its #104 holding.
  • Evolve Private Wealth first reported a position in Emcor in Q4 2025 and has held it in 3 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

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