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Kestra Advisory Services’s Emcor EME Stock Holding History

Kestra Advisory Services’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 		$3.28M Sell
3,950
-112
-3% -$94.7K 0.01% 1067
2026
Q1 		$3M Sell
4,062
-1,147
-22% -$835K 0.01% 1061
2025
Q4 		$3.19M Buy
5,209
+925
+22% +$599K 0.01% 964
2025
Q3 		$2.78M Sell
4,284
-425
-9% -$258K 0.01% 975
2025
Q2 		$2.52M Sell
4,709
-848
-15% -$374K 0.01% 963
2025
Q1 		$2.05M Buy
5,557
+1,799
+48% +$778K 0.01% 973
2024
Q4 		$1.71M Buy
3,758
+217
+6% +$103K 0.01% 1090
2024
Q3 		$1.52M Buy
3,541
+1,525
+76% +$576K 0.01% 1103
2024
Q2 		$736K Buy
2,016
+569
+39% +$210K ﹤0.01% 1509
2024
Q1 		$507K Buy
1,447
+8
+0.6% +$2.15K ﹤0.01% 1661
2023
Q4 		$310K Buy
1,439
+88
+7% +$18.5K ﹤0.01% 1826
2023
Q3 		$284K Sell
1,351
-10
-0.7% -$2.09K ﹤0.01% 1691
2023
Q2 		$251K Sell
1,361
-2
-0.1% -$335 ﹤0.01% 1755
2023
Q1 		$222K Sell
1,363
-1,913
-58% -$294K ﹤0.01% 1768
2022
Q4 		$485K Buy
+3,276
New +$465K ﹤0.01% 1429

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

Kestra Advisory Services's EME Position: Q2 2026 in Review

Kestra Advisory Services reduced its Emcor (EME) stake by 2.8% in Q2 2026, selling an estimated $94.7K and leaving 3,950 shares worth $3.28M. The position accounts for 0.01% of the portfolio, ranked #1067.

Kestra Advisory Services first reported a position in EME in Q4 2022 and has held it in 15 quarters since. 1,250 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Kestra Advisory Services held 3,950 shares of Emcor worth $3.28M as of Q2 2026.
  • Kestra Advisory Services sold 112 Emcor shares in Q2 2026, an estimated $94.7K.
  • Emcor made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1067 holding.
  • Kestra Advisory Services first reported a position in Emcor in Q4 2022 and has held it in 15 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.