Intentional Wealth Strategies’s Emcor EME Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-157	Closed	-$116K	–	323
2026 Q1	$116K	Buy	+157	New	+$114K	0.11%	96

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Intentional Wealth Strategies's EME Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Emcor (EME) in Q2 2026, closing a stake of 157 shares — an estimated $116K sold.

Intentional Wealth Strategies first reported a position in EME in Q1 2026 and held it in 1 quarter. The position peaked at $116K in Q1 2026. 1,168 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Intentional Wealth Strategies reported no remaining Emcor position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 157 Emcor shares in Q2 2026, an estimated $116K.
Intentional Wealth Strategies first reported a position in Emcor in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Emcor position peaked at $116K in Q1 2026.
1,168 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

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