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LifeWealth Investments’s Emcor EME Stock Holding History

LifeWealth Investments’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 		$440K Buy
530
+5
+1% +$4.23K 0.12% 90
2026
Q1 		$388K Buy
525
+37
+8% +$26.9K 0.12% 93
2025
Q4 		$299K Sell
488
-6
-1% -$3.88K 0.09% 118
2025
Q3 		$321K Buy
494
+2
+0.4% +$1.21K 0.11% 105
2025
Q2 		$263K Buy
+492
New +$217K 0.1% 125

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

LifeWealth Investments's EME Position: Q2 2026 in Review

LifeWealth Investments increased its Emcor (EME) stake by 0.95% in Q2 2026, buying an estimated $4.23K and bringing the position to 530 shares worth $440K. The position accounts for 0.12% of the portfolio, ranked #90.

LifeWealth Investments first reported a position in EME in Q2 2025 and has held it in 5 quarters since. 1,244 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • LifeWealth Investments held 530 shares of Emcor worth $440K as of Q2 2026.
  • LifeWealth Investments bought 5 Emcor shares in Q2 2026, an estimated $4.23K.
  • Emcor made up 0.12% of LifeWealth Investments's portfolio in Q2 2026, its #90 holding.
  • LifeWealth Investments first reported a position in Emcor in Q2 2025 and has held it in 5 quarters since.
  • 1,244 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.