MWM
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Modern Wealth Management’s Emcor EME Stock Holding History

Modern 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 		$325K Buy
427
+44
+11% +$32K 0.01% 691
2025
Q4 		$235K Buy
+383
New +$248K ﹤0.01% 765

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

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

Modern Wealth Management increased its Emcor (EME) stake by 11% in Q1 2026, buying an estimated $32K and bringing the position to 427 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #691.

Modern Wealth Management first reported a position in EME in Q4 2025 and has held it in 2 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Modern Wealth Management held 427 shares of Emcor worth $325K as of Q1 2026.
  • Modern Wealth Management bought 44 Emcor shares in Q1 2026, an estimated $32K.
  • Emcor made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #691 holding.
  • Modern Wealth Management first reported a position in Emcor in Q4 2025 and has held it in 2 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.