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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
Q2 		$3.39M Sell
4,083
-1,156
-22% -$978K 0.02% 634
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 $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

Integrated Wealth Concepts's EME Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Emcor (EME) stake by 22% in Q2 2026, selling an estimated $978K and leaving 4,083 shares worth $3.39M. The position accounts for 0.02% of the portfolio, ranked #634.

Integrated Wealth Concepts first reported a position in EME in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.87M in Q1 2026. 1,250 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Integrated Wealth Concepts held 4,083 shares of Emcor worth $3.39M as of Q2 2026.
  • Integrated Wealth Concepts sold 1,156 Emcor shares in Q2 2026, an estimated $978K.
  • Emcor made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #634 holding.
  • Integrated Wealth Concepts first reported a position in Emcor in Q1 2023 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's Emcor position peaked at $3.87M in Q1 2026.
  • 1,250 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.