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Legacy Wealth Asset Management’s Emcor EME Stock Holding History

Legacy Wealth Asset Management’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 		$587K Sell
707
-7
-1% -$5.92K 0.13% 237
2026
Q1 		$527K Sell
714
-220
-24% -$160K 0.13% 253
2025
Q4 		$571K Buy
934
+39
+4% +$25.3K 0.14% 233
2025
Q3 		$581K Buy
895
+1
+0.1% +$607 0.14% 232
2025
Q2 		$478K Buy
894
+44
+5% +$19.4K 0.12% 258
2025
Q1 		$314K Sell
850
-88
-9% -$38.1K 0.09% 295
2024
Q4 		$426K Sell
938
-106
-10% -$50.2K 0.12% 261
2024
Q3 		$449K Sell
1,044
-210
-17% -$79.3K 0.12% 261
2024
Q2 		$458K Sell
1,254
-349
-22% -$129K 0.13% 250
2024
Q1 		$561K Sell
1,603
-224
-12% -$60.1K 0.16% 208
2023
Q4 		$394K Sell
1,827
-16
-0.9% -$3.36K 0.13% 258
2023
Q3 		$388K Sell
1,843
-128
-6% -$26.8K 0.14% 248
2023
Q2 		$364K Buy
1,971
+6
+0.3% +$1K 0.13% 269
2023
Q1 		$319K Buy
1,965
+32
+2% +$4.92K 0.12% 279
2022
Q4 		$286K Buy
+1,933
New +$274K 0.11% 290

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 $3.38T AUM 44.17% 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

Legacy Wealth Asset Management's EME Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Emcor (EME) stake by 0.98% in Q2 2026, selling an estimated $5.92K and leaving 707 shares worth $587K. The position accounts for 0.13% of the portfolio, ranked #237.

Legacy Wealth Asset Management first reported a position in EME in Q4 2022 and has held it in 15 quarters since. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Legacy Wealth Asset Management held 707 shares of Emcor worth $587K as of Q2 2026.
  • Legacy Wealth Asset Management sold 7 Emcor shares in Q2 2026, an estimated $5.92K.
  • Emcor made up 0.13% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #237 holding.
  • Legacy Wealth Asset Management first reported a position in Emcor in Q4 2022 and has held it in 15 quarters since.
  • 1,251 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.