QFW
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QTR Family Wealth’s Emcor EME Stock Holding History

QTR 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 		$510K Buy
615
+17
+3% +$14.4K 0.18% 127
2026
Q1 		$487K Buy
598
+180
+43% +$131K 0.2% 120
2025
Q4 		$326K Buy
+418
New +$271K 0.14% 165

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 $3.38T AUM 44.17% 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

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

QTR Family Wealth increased its Emcor (EME) stake by 2.8% in Q2 2026, buying an estimated $14.4K and bringing the position to 615 shares worth $510K. The position accounts for 0.18% of the portfolio, ranked #127.

QTR Family Wealth first reported a position in EME in Q4 2025 and has held it in 3 quarters since. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • QTR Family Wealth held 615 shares of Emcor worth $510K as of Q2 2026.
  • QTR Family Wealth bought 17 Emcor shares in Q2 2026, an estimated $14.4K.
  • Emcor made up 0.18% of QTR Family Wealth's portfolio in Q2 2026, its #127 holding.
  • QTR Family Wealth first reported a position in Emcor in Q4 2025 and has held it in 3 quarters since.
  • 1,251 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

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