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Exencial Wealth Advisors’s Emcor EME Stock Holding History

Exencial Wealth Advisors’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 		$242K Buy
+328
New +$239K 0.01% 524
2025
Q4 		– Sell
-324
Closed -$210K – 553
2025
Q3 		$210K Buy
+324
New +$197K 0.01% 504

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Exencial Wealth Advisors's EME Position: Q1 2026 in Review

Exencial Wealth Advisors opened a new position in Emcor (EME) in Q1 2026: 328 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #524 among its holdings. This is a return to the name: Exencial Wealth Advisors previously reported a position in EME as recently as Q3 2025.

Exencial Wealth Advisors first reported a position in EME in Q3 2025 and has held it in 2 quarters since. 1,161 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Exencial Wealth Advisors held 328 shares of Emcor worth $242K as of Q1 2026.
  • Emcor was a new Exencial Wealth Advisors position in Q1 2026.
  • Emcor made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #524 holding.
  • Exencial Wealth Advisors first reported a position in Emcor in Q3 2025 and has held it in 2 quarters since.
  • 1,161 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.