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Nvest Wealth Strategies’s Emcor EME Stock Holding History

Nvest Wealth Strategies’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 		$6.64K Hold
8
– – ﹤0.01% 138
2026
Q1 		$5.91K Hold
8
– – ﹤0.01% 141
2025
Q4 		$4.89K Buy
+8
New +$5.18K ﹤0.01% 155

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Nvest Wealth Strategies's EME Position: Q2 2026 in Review

Nvest Wealth Strategies held its Emcor (EME) position steady in Q2 2026 at 8 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #138.

Nvest Wealth Strategies first reported a position in EME in Q4 2025 and has held it in 3 quarters since. 678 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Nvest Wealth Strategies held 8 shares of Emcor worth $6.64K as of Q2 2026.
  • Nvest Wealth Strategies left its Emcor share count unchanged in Q2 2026.
  • Emcor made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #138 holding.
  • Nvest Wealth Strategies first reported a position in Emcor in Q4 2025 and has held it in 3 quarters since.
  • 678 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.