NW
EME icon

Naviter Wealth’s Emcor EME Stock Holding History

Naviter Wealth’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 		$464K Buy
559
+36
+7% +$30.5K 0.04% 228
2026
Q1 		$386K Buy
523
+1
+0.2% +$728 0.05% 217
2025
Q4 		$319K Sell
522
-88
-14% -$57K 0.04% 225
2025
Q3 		$396K Buy
610
+90
+17% +$54.6K 0.05% 211
2025
Q2 		$278K Buy
+520
New +$229K 0.03% 242
2025
Q1 		– Sell
-520
Closed -$236K – 279
2024
Q4 		$236K Buy
+520
New +$246K 0.03% 249

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

Naviter Wealth's EME Position: Q2 2026 in Review

Naviter Wealth increased its Emcor (EME) stake by 6.9% in Q2 2026, buying an estimated $30.5K and bringing the position to 559 shares worth $464K. The position accounts for 0.04% of the portfolio, ranked #228.

Naviter Wealth first reported a position in EME in Q4 2024 and has held it in 6 quarters since. 1,249 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Naviter Wealth held 559 shares of Emcor worth $464K as of Q2 2026.
  • Naviter Wealth bought 36 Emcor shares in Q2 2026, an estimated $30.5K.
  • Emcor made up 0.04% of Naviter Wealth's portfolio in Q2 2026, its #228 holding.
  • Naviter Wealth first reported a position in Emcor in Q4 2024 and has held it in 6 quarters since.
  • 1,249 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.