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JFS Wealth Advisors’s Emcor EME Stock Holding History

JFS Wealth Advisors’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 		$93.8K Sell
113
-1
-0.9% -$846 ﹤0.01% 446
2026
Q1 		$84.2K Hold
114
– – ﹤0.01% 428
2025
Q4 		$69.7K Buy
114
+14
+14% +$9.07K ﹤0.01% 461
2025
Q3 		$65K Sell
100
-8
-7% -$4.85K ﹤0.01% 467
2025
Q2 		$57.8K Sell
108
-9
-8% -$3.97K ﹤0.01% 449
2025
Q1 		$43.2K Sell
117
-8
-6% -$3.46K ﹤0.01% 502
2024
Q4 		$56.7K Hold
125
– – ﹤0.01% 441
2024
Q3 		$53.8K Buy
125
+1
+0.8% +$377 ﹤0.01% 453
2024
Q2 		$45.3K Hold
124
– – ﹤0.01% 434
2024
Q1 		$43.4K Hold
124
– – ﹤0.01% 454
2023
Q4 		$26.7K Hold
124
– – ﹤0.01% 524
2023
Q3 		$26.1K Hold
124
– – ﹤0.01% 486
2023
Q2 		$22.9K Sell
124
-6
-5% -$1K ﹤0.01% 514
2023
Q1 		$21.1K Buy
130
+5
+4% +$769 ﹤0.01% 526
2022
Q4 		$18.5K Buy
125
+1
+0.8% +$142 ﹤0.01% 551
2022
Q3 		$14K Buy
124
+23
+23% +$2.63K ﹤0.01% 638
2022
Q2 		$10K Sell
101
-18
-15% -$1.92K ﹤0.01% 758
2022
Q1 		$13K Buy
119
+103
+644% +$12.1K ﹤0.01% 709
2021
Q4 		$2K Buy
+16
New +$1.98K ﹤0.01% 1065

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

JFS Wealth Advisors's EME Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Emcor (EME) stake by 0.88% in Q2 2026, selling an estimated $846 and leaving 113 shares worth $93.8K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

JFS Wealth Advisors first reported a position in EME in Q4 2021 and has held it in 19 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • JFS Wealth Advisors held 113 shares of Emcor worth $93.8K as of Q2 2026.
  • JFS Wealth Advisors sold 1 Emcor share in Q2 2026, an estimated $846.
  • Emcor made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #446 holding.
  • JFS Wealth Advisors first reported a position in Emcor in Q4 2021 and has held it in 19 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.