Measured Wealth Private Client Group’s Emcor EME Stock Holding History

Measured Wealth Private Client Group’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	$1.2M	Buy	1,448 +33	+2%	+$27.9K	0.29%	52
2026 Q1	$1.04M	Sell	1,415 -299	-17%	-$218K	0.29%	50
2025 Q4	$1.05M	Sell	1,714 -17	-1%	-$11K	0.28%	52
2025 Q3	$1.12M	Sell	1,731 -332	-16%	-$201K	0.3%	41
2025 Q2	$1.1M	Buy	2,063 +77	+4%	+$34K	0.33%	40
2025 Q1	$734K	Buy	1,986 +490	+33%	+$212K	0.24%	63
2024 Q4	$679K	Buy	1,496 +400	+36%	+$189K	0.22%	61
2024 Q3	$472K	Buy	+1,096	New	+$414K	0.16%	78

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Measured Wealth Private Client Group's EME Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Emcor (EME) stake by 2.3% in Q2 2026, buying an estimated $27.9K and bringing the position to 1,448 shares worth $1.2M. The position accounts for 0.29% of the portfolio, ranked #52.

Measured Wealth Private Client Group first reported a position in EME in Q3 2024 and has held it in 8 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Measured Wealth Private Client Group held 1,448 shares of Emcor worth $1.2M as of Q2 2026.
Measured Wealth Private Client Group bought 33 Emcor shares in Q2 2026, an estimated $27.9K.
Emcor made up 0.29% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #52 holding.
Measured Wealth Private Client Group first reported a position in Emcor in Q3 2024 and has held it in 8 quarters since.
1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.