OneDigital Investment Advisors’s Emcor EME Stock Holding History

OneDigital Investment Advisors’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	$1.55M	Sell	1,868 -3,148	-63%	-$2.66M	0.01%	589
2026 Q1	$3.7M	Sell	5,016 -252	-5%	-$183K	0.04%	331
2025 Q4	$3.22M	Sell	5,268 -106	-2%	-$68.6K	0.03%	356
2025 Q3	$3.49M	Sell	5,374 -53	-1%	-$32.2K	0.04%	306
2025 Q2	$2.9M	Sell	5,427 -363	-6%	-$160K	0.03%	335
2025 Q1	$2.14M	Buy	5,790 +312	+6%	+$135K	0.03%	392
2024 Q4	$2.49M	Sell	5,478 -1,764	-24%	-$835K	0.03%	365
2024 Q3	$3.12M	Sell	7,242 -34	-0.5%	-$12.8K	0.04%	338
2024 Q2	$2.66M	Buy	7,276 +1,320	+22%	+$487K	0.03%	356
2024 Q1	$2.09M	Buy	5,956 +87	+1%	+$23.4K	0.03%	325
2023 Q4	$1.26M	Sell	5,869 -182	-3%	-$38.2K	0.02%	405
2023 Q3	$1.27M	Buy	6,051 +14	+0.2%	+$2.93K	0.03%	373
2023 Q2	$1.12M	Buy	6,037 +180	+3%	+$30.1K	0.02%	390
2023 Q1	$952K	Buy	+5,857	New	+$901K	0.02%	398
2019 Q3	–	Sell	-280	Closed	-$25K	–	716
2019 Q2	$25K	Hold	280	–	–	﹤0.01%	744
2019 Q1	$20K	Hold	280	–	–	﹤0.01%	723
2018 Q4	$17K	Hold	280	–	–	﹤0.01%	730
2018 Q3	$21K	Hold	280	–	–	﹤0.01%	646
2018 Q2	$21K	Hold	280	–	–	﹤0.01%	788
2018 Q1	$22K	Hold	280	–	–	﹤0.01%	776
2017 Q4	$23K	Hold	280	–	–	﹤0.01%	757
2017 Q3	$19K	Hold	280	–	–	0.01%	656
2017 Q2	$18K	Buy	+280	New	+$18K	0.01%	783

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

OneDigital Investment Advisors's EME Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Emcor (EME) stake by 63% in Q2 2026, selling an estimated $2.66M and leaving 1,868 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #589.

OneDigital Investment Advisors first reported a position in EME in Q2 2017 and has held it in 23 quarters since. The position peaked at $3.7M in Q1 2026. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

OneDigital Investment Advisors held 1,868 shares of Emcor worth $1.55M as of Q2 2026.
OneDigital Investment Advisors sold 3,148 Emcor shares in Q2 2026, an estimated $2.66M.
Emcor made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #589 holding.
OneDigital Investment Advisors first reported a position in Emcor in Q2 2017 and has held it in 23 quarters since.
OneDigital Investment Advisors's Emcor position peaked at $3.7M in Q1 2026.
1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.