Physician Wealth Advisors’s Emcor EME Stock Holding History

Physician Wealth 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	$241K	Buy	290 +1	+0.3%	+$846	0.03%	192
2026 Q1	$213K	Buy	289 +3	+1%	+$2.18K	0.03%	182
2025 Q4	$175K	Buy	286 +3	+1%	+$1.94K	0.02%	212
2025 Q3	$184K	Buy	283 +1	+0.4%	+$607	0.03%	205
2025 Q2	$151K	Buy	282 +5	+2%	+$2.21K	0.02%	223
2025 Q1	$102K	Hold	277	–	–	0.02%	249
2024 Q4	$126K	Buy	+277	New	+$131K	0.02%	228

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

Physician Wealth Advisors's EME Position: Q2 2026 in Review

Physician Wealth Advisors increased its Emcor (EME) stake by 0.35% in Q2 2026, buying an estimated $846 and bringing the position to 290 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #192.

Physician Wealth Advisors first reported a position in EME in Q4 2024 and has held it in 7 quarters since. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Physician Wealth Advisors held 290 shares of Emcor worth $241K as of Q2 2026.
Physician Wealth Advisors bought 1 Emcor share in Q2 2026, an estimated $846.
Emcor made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #192 holding.
Physician Wealth Advisors first reported a position in Emcor in Q4 2024 and has held it in 7 quarters since.
1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.