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WELLINGTON-ALTUS USA INC.’s Emcor EME Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$165K Hold
223
– – 0.12% 143
2026
Q1 		$185K Hold
223
– – 0.11% 162
2025
Q4 		$136K Buy
+223
New +$144K 0.1% 164

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

WELLINGTON-ALTUS USA INC.'s EME Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its Emcor (EME) position steady in Q2 2026 at 223 shares worth $165K. The position accounts for 0.12% of the portfolio, ranked #143.

WELLINGTON-ALTUS USA INC. first reported a position in EME in Q4 2025 and has held it in 3 quarters since. The position peaked at $185K in Q1 2026. 1,250 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 223 shares of Emcor worth $165K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. left its Emcor share count unchanged in Q2 2026.
  • Emcor made up 0.12% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #143 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Emcor in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s Emcor position peaked at $185K in Q1 2026.
  • 1,250 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.