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Money Concepts Capital’s Emcor EME Stock Holding History

Money Concepts Capital’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 		$212K Buy
+255
New +$216K 0.01% 602
2026
Q1 		– Sell
-358
Closed -$219K – 578
2025
Q4 		$219K Buy
+358
New +$232K 0.01% 488

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 $3.38T AUM 44.17% 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

Money Concepts Capital's EME Position: Q2 2026 in Review

Money Concepts Capital opened a new position in Emcor (EME) in Q2 2026: 255 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #602 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in EME as recently as Q4 2025.

Money Concepts Capital first reported a position in EME in Q4 2025 and has held it in 2 quarters since. The position peaked at $219K in Q4 2025. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Money Concepts Capital held 255 shares of Emcor worth $212K as of Q2 2026.
  • Emcor was a new Money Concepts Capital position in Q2 2026.
  • Emcor made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #602 holding.
  • Money Concepts Capital first reported a position in Emcor in Q4 2025 and has held it in 2 quarters since.
  • Money Concepts Capital's Emcor position peaked at $219K in Q4 2025.
  • 1,251 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.