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Institute for Wealth Management’s Emcor EME Stock Holding History

Institute for 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 		$25.4K Buy
+31
New +$26.2K ﹤0.01% 1057
2025
Q3 		– Sell
-1,051
Closed -$562K – 570
2025
Q2 		$562K Buy
1,051
+23
+2% +$10.1K 0.06% 289
2025
Q1 		$380K Buy
+1,028
New +$445K 0.05% 355

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's EME Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Emcor (EME) in Q2 2026: 31 shares worth $25.4K. The stake represents ﹤0.01% of the portfolio and ranks #1057 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in EME as recently as Q2 2025.

Institute for Wealth Management first reported a position in EME in Q1 2025 and has held it in 3 quarters since. The position peaked at $562K in Q2 2025. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Institute for Wealth Management held 31 shares of Emcor worth $25.4K as of Q2 2026.
  • Emcor was a new Institute for Wealth Management position in Q2 2026.
  • Emcor made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1057 holding.
  • Institute for Wealth Management first reported a position in Emcor in Q1 2025 and has held it in 3 quarters since.
  • Institute for Wealth Management's Emcor position peaked at $562K in Q2 2025.
  • 1,251 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.