MWM
EME icon

Mission Wealth Management’s Emcor EME Stock Holding History

Mission Wealth Management’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
Q1 		$1.51M Buy
2,041
+12
+0.6% +$8.73K 0.03% 256
2025
Q4 		$1.24M Sell
2,029
-141
-6% -$91.3K 0.02% 291
2025
Q3 		$1.41M Buy
2,170
+114
+6% +$69.2K 0.03% 269
2025
Q2 		$1.1M Sell
2,056
-9
-0.4% -$3.97K 0.02% 310
2025
Q1 		$763K Sell
2,065
-6
-0.3% -$2.6K 0.02% 362
2024
Q4 		$940K Sell
2,071
-500
-19% -$237K 0.02% 303
2024
Q3 		$1.11M Sell
2,571
-285
-10% -$108K 0.03% 269
2024
Q2 		$1.04M Sell
2,856
-31
-1% -$11.4K 0.03% 259
2024
Q1 		$1.01M Sell
2,887
-75
-3% -$20.1K 0.03% 295
2023
Q4 		$638K Buy
2,962
+95
+3% +$19.9K 0.02% 322
2023
Q3 		$603K Sell
2,867
-218
-7% -$45.6K 0.02% 307
2023
Q2 		$570K Sell
3,085
-546
-15% -$91.3K 0.02% 315
2023
Q1 		$590K Buy
3,631
+185
+5% +$28.4K 0.02% 301
2022
Q4 		$510K Sell
3,446
-304
-8% -$43.1K 0.02% 316
2022
Q3 		$433K Sell
3,750
-445
-11% -$50.8K 0.02% 315
2022
Q2 		$432K Sell
4,195
-623
-13% -$66.6K 0.02% 324
2022
Q1 		$542K Sell
4,818
-303
-6% -$35.7K 0.03% 297
2021
Q4 		$652K Sell
5,121
-90
-2% -$11.1K 0.03% 257
2021
Q3 		$601K Sell
5,211
-194
-4% -$23.2K 0.03% 256
2021
Q2 		$666K Sell
5,405
-1,029
-16% -$126K 0.04% 235
2021
Q1 		$722K Buy
6,434
+184
+3% +$18.4K 0.04% 193
2020
Q4 		$572K Buy
6,250
+2,444
+64% +$196K 0.04% 208
2020
Q3 		$258K Buy
3,806
+313
+9% +$21.7K 0.02% 302
2020
Q2 		$231K Buy
+3,493
New +$219K 0.02% 297
2020
Q1 		– Sell
-2,989
Closed -$258K – 314
2019
Q4 		$258K Buy
2,989
+76
+3% +$6.69K 0.02% 278
2019
Q3 		$251K Sell
2,913
-200
-6% -$17K 0.03% 269
2019
Q2 		$274K Buy
3,113
+64
+2% +$5.19K 0.03% 249
2019
Q1 		$223K Buy
+3,049
New +$207K 0.03% 290

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mission Wealth Management's EME Position: Q1 2026 in Review

Mission Wealth Management increased its Emcor (EME) stake by 0.59% in Q1 2026, buying an estimated $8.73K and bringing the position to 2,041 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #256.

Mission Wealth Management first reported a position in EME in Q1 2019 and has held it in 28 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Mission Wealth Management held 2,041 shares of Emcor worth $1.51M as of Q1 2026.
  • Mission Wealth Management bought 12 Emcor shares in Q1 2026, an estimated $8.73K.
  • Emcor made up 0.03% of Mission Wealth Management's portfolio in Q1 2026, its #256 holding.
  • Mission Wealth Management first reported a position in Emcor in Q1 2019 and has held it in 28 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.