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
Q2 		$487K Buy
587
+160
+37% +$135K 0.01% 725
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 $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

Modern Wealth Management's EME Position: Q2 2026 in Review

Modern Wealth Management increased its Emcor (EME) stake by 37% in Q2 2026, buying an estimated $135K and bringing the position to 587 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #725.

Modern Wealth Management first reported a position in EME in Q4 2025 and has held it in 3 quarters since. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Modern Wealth Management held 587 shares of Emcor worth $487K as of Q2 2026.
  • Modern Wealth Management bought 160 Emcor shares in Q2 2026, an estimated $135K.
  • Emcor made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #725 holding.
  • Modern Wealth Management first reported a position in Emcor in Q4 2025 and has held it in 3 quarters since.
  • 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.