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Guardian Wealth Advisors (North Carolina)’s Emcor EME Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$340K Buy
460
+2
+0.4% +$1.46K 0.02% 269
2025
Q4 		$280K Hold
458
– – 0.02% 303
2025
Q3 		$297K Buy
458
+19
+4% +$11.5K 0.02% 289
2025
Q2 		$235K Buy
+439
New +$194K 0.02% 303
2025
Q1 		– Sell
-445
Closed -$202K – 535
2024
Q4 		$202K Buy
+445
New +$211K 0.02% 312

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

Guardian Wealth Advisors (North Carolina)'s EME Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Emcor (EME) stake by 0.44% in Q1 2026, buying an estimated $1.46K and bringing the position to 460 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #269.

Guardian Wealth Advisors (North Carolina) first reported a position in EME in Q4 2024 and has held it in 5 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 460 shares of Emcor worth $340K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 2 Emcor shares in Q1 2026, an estimated $1.46K.
  • Emcor made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #269 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Emcor in Q4 2024 and has held it in 5 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.