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Net Worth Advisory Group’s Emcor EME Stock Holding History

Net Worth Advisory Group’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 		$850K Buy
1,025
+66
+7% +$55.8K 0.21% 103
2026
Q1 		$708K Buy
959
+153
+19% +$111K 0.15% 151
2025
Q4 		$493K Buy
806
+202
+33% +$131K 0.1% 213
2025
Q3 		$392K Buy
+604
New +$366K 0.11% 198

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

Net Worth Advisory Group's EME Position: Q2 2026 in Review

Net Worth Advisory Group increased its Emcor (EME) stake by 6.9% in Q2 2026, buying an estimated $55.8K and bringing the position to 1,025 shares worth $850K. The position accounts for 0.21% of the portfolio, ranked #103.

Net Worth Advisory Group first reported a position in EME in Q3 2025 and has held it in 4 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Net Worth Advisory Group held 1,025 shares of Emcor worth $850K as of Q2 2026.
  • Net Worth Advisory Group bought 66 Emcor shares in Q2 2026, an estimated $55.8K.
  • Emcor made up 0.21% of Net Worth Advisory Group's portfolio in Q2 2026, its #103 holding.
  • Net Worth Advisory Group first reported a position in Emcor in Q3 2025 and has held it in 4 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.