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Midwest Trust’s Emcor EME Stock Holding History

Midwest Trust’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 		$454K Sell
547
-2
-0.4% -$1.69K 0.01% 465
2026
Q1 		$405K Buy
549
+2
+0.4% +$1.46K 0.01% 463
2025
Q4 		$335K Buy
547
+178
+48% +$115K ﹤0.01% 493
2025
Q3 		$240K Buy
+369
New +$224K ﹤0.01% 549

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

Midwest Trust's EME Position: Q2 2026 in Review

Midwest Trust reduced its Emcor (EME) stake by 0.36% in Q2 2026, selling an estimated $1.69K and leaving 547 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #465.

Midwest Trust first reported a position in EME in Q3 2025 and has held it in 4 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Midwest Trust held 547 shares of Emcor worth $454K as of Q2 2026.
  • Midwest Trust sold 2 Emcor shares in Q2 2026, an estimated $1.69K.
  • Emcor made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #465 holding.
  • Midwest Trust first reported a position in Emcor in Q3 2025 and has held it in 4 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.