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HB Wealth Management’s Emcor EME Stock Holding History

HB Wealth 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 		$3.26M Buy
3,929
+116
+3% +$98.1K 0.02% 359
2026
Q1 		$2.82M Buy
3,813
+783
+26% +$570K 0.02% 355
2025
Q4 		$1.85M Buy
3,030
+110
+4% +$71.2K 0.01% 422
2025
Q3 		$1.9M Buy
2,920
+856
+41% +$519K 0.01% 419
2025
Q2 		$1.1M Sell
2,064
-809
-28% -$357K 0.01% 505
2025
Q1 		$1.06M Buy
2,873
+1,906
+197% +$824K 0.01% 526
2024
Q4 		$439K Buy
+967
New +$458K ﹤0.01% 666

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

HB Wealth Management's EME Position: Q2 2026 in Review

HB Wealth Management increased its Emcor (EME) stake by 3% in Q2 2026, buying an estimated $98.1K and bringing the position to 3,929 shares worth $3.26M. The position accounts for 0.02% of the portfolio, ranked #359.

HB Wealth Management first reported a position in EME in Q4 2024 and has held it in 7 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • HB Wealth Management held 3,929 shares of Emcor worth $3.26M as of Q2 2026.
  • HB Wealth Management bought 116 Emcor shares in Q2 2026, an estimated $98.1K.
  • Emcor made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #359 holding.
  • HB Wealth Management first reported a position in Emcor in Q4 2024 and has held it in 7 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.