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Live Oak Private Wealth’s Emcor EME Stock Holding History

Live Oak Private Wealth’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 		$314K Hold
378
– – 0.04% 173
2026
Q1 		$279K Sell
378
-78
-17% -$56.8K 0.04% 175
2025
Q4 		$279K Buy
+456
New +$295K 0.04% 170

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

Live Oak Private Wealth's EME Position: Q2 2026 in Review

Live Oak Private Wealth held its Emcor (EME) position steady in Q2 2026 at 378 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #173.

Live Oak Private Wealth first reported a position in EME in Q4 2025 and has held it in 3 quarters since. 1,245 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Live Oak Private Wealth held 378 shares of Emcor worth $314K as of Q2 2026.
  • Live Oak Private Wealth left its Emcor share count unchanged in Q2 2026.
  • Emcor made up 0.04% of Live Oak Private Wealth's portfolio in Q2 2026, its #173 holding.
  • Live Oak Private Wealth first reported a position in Emcor in Q4 2025 and has held it in 3 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.