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Journey Strategic Wealth’s Emcor EME Stock Holding History

Journey Strategic Wealth’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 		$489K Buy
662
+124
+23% +$90.3K 0.01% 349
2025
Q4 		$329K Buy
538
+19
+4% +$12.3K 0.01% 469
2025
Q3 		$337K Sell
519
-20
-4% -$12.1K 0.01% 433
2025
Q2 		$288K Buy
+539
New +$238K 0.01% 454

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

Journey Strategic Wealth's EME Position: Q1 2026 in Review

Journey Strategic Wealth increased its Emcor (EME) stake by 23% in Q1 2026, buying an estimated $90.3K and bringing the position to 662 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #349.

Journey Strategic Wealth first reported a position in EME in Q2 2025 and has held it in 4 quarters since. 1,158 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Journey Strategic Wealth held 662 shares of Emcor worth $489K as of Q1 2026.
  • Journey Strategic Wealth bought 124 Emcor shares in Q1 2026, an estimated $90.3K.
  • Emcor made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #349 holding.
  • Journey Strategic Wealth first reported a position in Emcor in Q2 2025 and has held it in 4 quarters since.
  • 1,158 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.