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LifeGoal Wealth Advisors’s Emcor EME Stock Holding History

LifeGoal 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 		$324K Buy
391
+13
+3% +$11K 0.15% 92
2026
Q1 		$287K Buy
+378
New +$275K 0.16% 83

Other funds holding EME

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

LifeGoal Wealth Advisors increased its Emcor (EME) stake by 3.4% in Q2 2026, buying an estimated $11K and bringing the position to 391 shares worth $324K. The position accounts for 0.15% of the portfolio, ranked #92.

LifeGoal Wealth Advisors first reported a position in EME in Q1 2026 and has held it in 2 quarters since. 478 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • LifeGoal Wealth Advisors held 391 shares of Emcor worth $324K as of Q2 2026.
  • LifeGoal Wealth Advisors bought 13 Emcor shares in Q2 2026, an estimated $11K.
  • Emcor made up 0.15% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #92 holding.
  • LifeGoal Wealth Advisors first reported a position in Emcor in Q1 2026 and has held it in 2 quarters since.
  • 478 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.