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Prosperity Financial Group’s Emcor EME Stock Holding History

Prosperity Financial 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 		$340K Buy
410
+24
+6% +$20.3K 0.11% 142
2026
Q1 		$285K Buy
+386
New +$281K 0.11% 151
2025
Q1 		– Sell
-915
Closed -$415K – 174
2024
Q4 		$415K Buy
915
+313
+52% +$148K 0.21% 104
2024
Q3 		$259K Sell
602
-329
-35% -$124K 0.15% 121
2024
Q2 		$340K Buy
931
+309
+50% +$114K 0.21% 95
2024
Q1 		$218K Buy
+622
New +$167K 0.13% 127

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

Prosperity Financial Group's EME Position: Q2 2026 in Review

Prosperity Financial Group increased its Emcor (EME) stake by 6.2% in Q2 2026, buying an estimated $20.3K and bringing the position to 410 shares worth $340K. The position accounts for 0.11% of the portfolio, ranked #142.

Prosperity Financial Group first reported a position in EME in Q1 2024 and has held it in 6 quarters since. The position peaked at $415K in Q4 2024. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Prosperity Financial Group held 410 shares of Emcor worth $340K as of Q2 2026.
  • Prosperity Financial Group bought 24 Emcor shares in Q2 2026, an estimated $20.3K.
  • Emcor made up 0.11% of Prosperity Financial Group's portfolio in Q2 2026, its #142 holding.
  • Prosperity Financial Group first reported a position in Emcor in Q1 2024 and has held it in 6 quarters since.
  • Prosperity Financial Group's Emcor position peaked at $415K in Q4 2024.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.