OWP
EME icon

ORG Wealth Partners’s Emcor EME Stock Holding History

ORG Wealth Partners’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 		$9.96K Buy
+12
New +$10.2K ﹤0.01% 534
2025
Q1 		– Sell
-70
Closed -$31.8K – 780
2024
Q4 		$31.8K Sell
70
-6
-8% -$2.84K 0.01% 289
2024
Q3 		$32.7K Buy
+76
New +$28.7K 0.01% 280

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

ORG Wealth Partners's EME Position: Q2 2026 in Review

ORG Wealth Partners opened a new position in Emcor (EME) in Q2 2026: 12 shares worth $9.96K. The stake represents ﹤0.01% of the portfolio and ranks #534 among its holdings. This is a return to the name: ORG Wealth Partners previously reported a position in EME as recently as Q4 2024.

ORG Wealth Partners first reported a position in EME in Q3 2024 and has held it in 3 quarters since. The position peaked at $32.7K in Q3 2024. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • ORG Wealth Partners held 12 shares of Emcor worth $9.96K as of Q2 2026.
  • Emcor was a new ORG Wealth Partners position in Q2 2026.
  • Emcor made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #534 holding.
  • ORG Wealth Partners first reported a position in Emcor in Q3 2024 and has held it in 3 quarters since.
  • ORG Wealth Partners's Emcor position peaked at $32.7K in Q3 2024.
  • 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.