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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Physician Wealth Advisors's EME Position: Q1 2026 in Review

Physician Wealth Advisors increased its Emcor (EME) stake by 1% in Q1 2026, buying an estimated $2.18K and bringing the position to 289 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #182.

Physician Wealth Advisors first reported a position in EME in Q4 2024 and has held it in 6 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Physician Wealth Advisors held 289 shares of Emcor worth $213K as of Q1 2026.
  • Physician Wealth Advisors bought 3 Emcor shares in Q1 2026, an estimated $2.18K.
  • Emcor made up 0.03% of Physician Wealth Advisors's portfolio in Q1 2026, its #182 holding.
  • Physician Wealth Advisors first reported a position in Emcor in Q4 2024 and has held it in 6 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.