IWC
EME icon

Integrated Wealth Concepts’s Emcor EME Stock Holding History

Integrated Wealth Concepts’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 		$3.87M Buy
5,239
+3,110
+146% +$2.26M 0.03% 506
2025
Q4 		$1.3M Sell
2,129
-1,780
-46% -$1.15M 0.02% 672
2025
Q3 		$2.54M Sell
3,909
-28
-0.7% -$17K 0.02% 588
2025
Q2 		$2.11M Buy
3,937
+1,763
+81% +$778K 0.02% 601
2025
Q1 		$804K Buy
2,174
+55
+3% +$23.8K 0.01% 921
2024
Q4 		$962K Sell
2,119
-611
-22% -$289K 0.01% 829
2024
Q3 		$1.18M Sell
2,730
-88
-3% -$33.2K 0.01% 736
2024
Q2 		$1.03M Sell
2,818
-876
-24% -$323K 0.01% 746
2024
Q1 		$1.29M Sell
3,694
-1,763
-32% -$473K 0.02% 659
2023
Q4 		$1.18M Buy
5,457
+400
+8% +$83.9K 0.02% 661
2023
Q3 		$1.06M Sell
5,057
-1,753
-26% -$367K 0.02% 667
2023
Q2 		$1.26M Buy
6,810
+3,705
+119% +$620K 0.02% 600
2023
Q1 		$505K Buy
+3,105
New +$477K 0.01% 852

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

Integrated Wealth Concepts's EME Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Emcor (EME) stake by 146% in Q1 2026, buying an estimated $2.26M and bringing the position to 5,239 shares worth $3.87M. The position accounts for 0.03% of the portfolio, ranked #506.

Integrated Wealth Concepts first reported a position in EME in Q1 2023 and has held it in 13 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Integrated Wealth Concepts held 5,239 shares of Emcor worth $3.87M as of Q1 2026.
  • Integrated Wealth Concepts bought 3,110 Emcor shares in Q1 2026, an estimated $2.26M.
  • Emcor made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #506 holding.
  • Integrated Wealth Concepts first reported a position in Emcor in Q1 2023 and has held it in 13 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.