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GeoWealth Management’s Emcor EME Stock Holding History

GeoWealth Management’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 		$368K Buy
445
+57
+15% +$48.2K 0.01% 586
2026
Q1 		$287K Sell
388
-38
-9% -$27.7K 0.01% 621
2025
Q4 		$260K Sell
426
-41
-9% -$26.5K 0.01% 602
2025
Q3 		$304K Buy
467
+115
+33% +$69.8K 0.01% 584
2025
Q2 		$188K Sell
352
-1,594
-82% -$703K 0.01% 674
2025
Q1 		$719K Buy
1,946
+1,693
+669% +$732K 0.03% 346
2024
Q4 		$115K Buy
253
+28
+12% +$13.2K ﹤0.01% 927
2024
Q3 		$96.9K Buy
+225
New +$84.9K ﹤0.01% 899
2024
Q2 		– Sell
-237
Closed -$83K – 878
2024
Q1 		$83K Buy
+237
New +$63.6K ﹤0.01% 784

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

GeoWealth Management's EME Position: Q2 2026 in Review

GeoWealth Management increased its Emcor (EME) stake by 15% in Q2 2026, buying an estimated $48.2K and bringing the position to 445 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #586.

GeoWealth Management first reported a position in EME in Q1 2024 and has held it in 9 quarters since. The position peaked at $719K in Q1 2025. 1,250 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • GeoWealth Management held 445 shares of Emcor worth $368K as of Q2 2026.
  • GeoWealth Management bought 57 Emcor shares in Q2 2026, an estimated $48.2K.
  • Emcor made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #586 holding.
  • GeoWealth Management first reported a position in Emcor in Q1 2024 and has held it in 9 quarters since.
  • GeoWealth Management's Emcor position peaked at $719K in Q1 2025.
  • 1,250 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.