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PDS Planning’s Emcor EME Stock Holding History

PDS Planning’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 		$242K Buy
+292
New +$247K 0.01% 506

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

PDS Planning's EME Position: Q2 2026 in Review

PDS Planning opened a new position in Emcor (EME) in Q2 2026: 292 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #506 among its holdings.

1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • PDS Planning held 292 shares of Emcor worth $242K as of Q2 2026.
  • Emcor was a new PDS Planning position in Q2 2026.
  • Emcor made up 0.01% of PDS Planning's portfolio in Q2 2026, its #506 holding.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.