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Private Wealth Management Group’s Emcor EME Stock Holding History

Private Wealth Management Group’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 		$66.4K Hold
80
– – 0.02% 203
2026
Q1 		$59.1K Hold
80
– – 0.02% 174
2025
Q4 		$48.9K Hold
80
– – 0.01% 196
2025
Q3 		$52K Sell
80
-1
-1% -$607 0.01% 187
2025
Q2 		$43.3K Buy
81
+4
+5% +$1.76K 0.01% 188
2025
Q1 		$28.5K Hold
77
– – 0.01% 238
2024
Q4 		$35K Hold
77
– – 0.01% 207
2024
Q3 		$33.2K Hold
77
– – 0.01% 208
2024
Q2 		$28.1K Buy
77
+7
+10% +$2.58K 0.01% 224
2024
Q1 		$24.5K Hold
70
– – 0.01% 237
2023
Q4 		$15.1K Buy
+70
New +$14.7K 0.01% 318

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

Private Wealth Management Group's EME Position: Q2 2026 in Review

Private Wealth Management Group held its Emcor (EME) position steady in Q2 2026 at 80 shares worth $66.4K. The position accounts for 0.02% of the portfolio, ranked #203.

Private Wealth Management Group first reported a position in EME in Q4 2023 and has held it in 11 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Private Wealth Management Group held 80 shares of Emcor worth $66.4K as of Q2 2026.
  • Private Wealth Management Group left its Emcor share count unchanged in Q2 2026.
  • Emcor made up 0.02% of Private Wealth Management Group's portfolio in Q2 2026, its #203 holding.
  • Private Wealth Management Group first reported a position in Emcor in Q4 2023 and has held it in 11 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.