MFG
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Merit Financial Group’s Emcor EME Stock Holding History

Merit Financial 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 		$5.34M Buy
6,430
+394
+7% +$333K 0.03% 416
2026
Q1 		$4.46M Buy
6,036
+1,506
+33% +$1.1M 0.03% 420
2025
Q4 		$2.77M Buy
4,530
+263
+6% +$170K 0.02% 525
2025
Q3 		$2.77M Buy
4,267
+421
+11% +$255K 0.03% 465
2025
Q2 		$2.06M Buy
3,846
+908
+31% +$401K 0.02% 511
2025
Q1 		$1.09M Buy
2,938
+799
+37% +$346K 0.02% 631
2024
Q4 		$971K Buy
+2,139
New +$1.01M 0.02% 524
2024
Q3 		– Sell
-1,341
Closed -$490K – 866
2024
Q2 		$490K Buy
1,341
+558
+71% +$206K 0.01% 580
2024
Q1 		$285K Buy
+783
New +$210K 0.01% 731

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

Merit Financial Group's EME Position: Q2 2026 in Review

Merit Financial Group increased its Emcor (EME) stake by 6.5% in Q2 2026, buying an estimated $333K and bringing the position to 6,430 shares worth $5.34M. The position accounts for 0.03% of the portfolio, ranked #416.

Merit Financial Group first reported a position in EME in Q1 2024 and has held it in 9 quarters since. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Merit Financial Group held 6,430 shares of Emcor worth $5.34M as of Q2 2026.
  • Merit Financial Group bought 394 Emcor shares in Q2 2026, an estimated $333K.
  • Emcor made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #416 holding.
  • Merit Financial Group first reported a position in Emcor in Q1 2024 and has held it in 9 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.