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Kestra Private Wealth Services’s Emcor EME Stock Holding History

Kestra Private Wealth 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 		$263K Sell
317
-1
-0.3% -$846 ﹤0.01% 1562
2026
Q1 		$235K Buy
+318
New +$231K ﹤0.01% 1566

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 Private Wealth Services's EME Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Emcor (EME) stake by 0.31% in Q2 2026, selling an estimated $846 and leaving 317 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Kestra Private Wealth Services first reported a position in EME in Q1 2026 and has held it in 2 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Kestra Private Wealth Services held 317 shares of Emcor worth $263K as of Q2 2026.
  • Kestra Private Wealth Services sold 1 Emcor share in Q2 2026, an estimated $846.
  • Emcor made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1562 holding.
  • Kestra Private Wealth Services first reported a position in Emcor in Q1 2026 and has held it in 2 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

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