PCS
EME icon

Personal CFO Solutions’s Emcor EME Stock Holding History

Personal CFO Solutions’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 		$772K Buy
930
+60
+7% +$50.8K 0.11% 163
2026
Q1 		$643K Buy
870
+169
+24% +$123K 0.09% 205
2025
Q4 		$429K Buy
701
+187
+36% +$121K 0.07% 263
2025
Q3 		$334K Buy
514
+77
+18% +$46.7K 0.06% 314
2025
Q2 		$234K Sell
437
-108
-20% -$47.7K 0.04% 417
2025
Q1 		$202K Buy
545
+90
+20% +$38.9K 0.04% 430
2024
Q4 		$207K Buy
+455
New +$215K 0.04% 437
2024
Q2 		– Sell
-899
Closed -$315K – 551
2024
Q1 		$315K Buy
+899
New +$241K 0.05% 382

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

Personal CFO Solutions's EME Position: Q2 2026 in Review

Personal CFO Solutions increased its Emcor (EME) stake by 6.9% in Q2 2026, buying an estimated $50.8K and bringing the position to 930 shares worth $772K. The position accounts for 0.11% of the portfolio, ranked #163.

Personal CFO Solutions first reported a position in EME in Q1 2024 and has held it in 8 quarters since. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Personal CFO Solutions held 930 shares of Emcor worth $772K as of Q2 2026.
  • Personal CFO Solutions bought 60 Emcor shares in Q2 2026, an estimated $50.8K.
  • Emcor made up 0.11% of Personal CFO Solutions's portfolio in Q2 2026, its #163 holding.
  • Personal CFO Solutions first reported a position in Emcor in Q1 2024 and has held it in 8 quarters since.
  • 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.