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Petros Family Wealth’s Emcor EME Stock Holding History

Petros Family Wealth’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 		$206K Sell
248
-45
-15% -$38.1K 0.13% 130
2026
Q1 		$216K Buy
+293
New +$213K 0.15% 125
2025
Q3 		– Sell
-590
Closed -$316K – 142
2025
Q2 		$316K Sell
590
-84
-12% -$37.1K 0.29% 95
2025
Q1 		$249K Buy
674
+8
+1% +$3.46K 0.28% 105
2024
Q4 		$302K Buy
+666
New +$315K 0.33% 85

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

Petros Family Wealth's EME Position: Q2 2026 in Review

Petros Family Wealth reduced its Emcor (EME) stake by 15% in Q2 2026, selling an estimated $38.1K and leaving 248 shares worth $206K. The position accounts for 0.13% of the portfolio, ranked #130.

Petros Family Wealth first reported a position in EME in Q4 2024 and has held it in 5 quarters since. The position peaked at $316K in Q2 2025. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Petros Family Wealth held 248 shares of Emcor worth $206K as of Q2 2026.
  • Petros Family Wealth sold 45 Emcor shares in Q2 2026, an estimated $38.1K.
  • Emcor made up 0.13% of Petros Family Wealth's portfolio in Q2 2026, its #130 holding.
  • Petros Family Wealth first reported a position in Emcor in Q4 2024 and has held it in 5 quarters since.
  • Petros Family Wealth's Emcor position peaked at $316K in Q2 2025.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

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