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Ritholtz Wealth Management’s Emcor EME Stock Holding History

Ritholtz Wealth Management’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 		$13.2M Buy
15,962
+410
+3% +$347K 0.2% 60
2026
Q1 		$11.5M Sell
15,552
-1,563
-9% -$1.14M 0.2% 56
2025
Q4 		$10.5M Sell
17,115
-1,705
-9% -$1.1M 0.19% 60
2025
Q3 		$12.2M Sell
18,820
-1,530
-8% -$928K 0.24% 45
2025
Q2 		$10.9M Sell
20,350
-1,269
-6% -$560K 0.24% 47
2025
Q1 		$7.99M Sell
21,619
-462
-2% -$200K 0.24% 58
2024
Q4 		$10M Buy
22,081
+371
+2% +$176K 0.29% 42
2024
Q3 		$9.35M Buy
21,710
+473
+2% +$179K 0.28% 44
2024
Q2 		$7.75M Buy
21,237
+78
+0.4% +$28.8K 0.26% 45
2024
Q1 		$7.41M Sell
21,159
-157
-0.7% -$42.1K 0.26% 50
2023
Q4 		$4.59M Sell
21,316
-251
-1% -$52.7K 0.18% 67
2023
Q3 		$4.54M Buy
21,567
+136
+0.6% +$28.4K 0.2% 62
2023
Q2 		$3.96M Buy
21,431
+959
+5% +$160K 0.18% 72
2023
Q1 		$3.33M Buy
20,472
+13,397
+189% +$2.06M 0.17% 79
2022
Q4 		$1.05M Buy
+7,075
New +$1M 0.06% 224

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

Ritholtz Wealth Management's EME Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Emcor (EME) stake by 2.6% in Q2 2026, buying an estimated $347K and bringing the position to 15,962 shares worth $13.2M. The position accounts for 0.2% of the portfolio, ranked #60.

Ritholtz Wealth Management first reported a position in EME in Q4 2022 and has held it in 15 quarters since. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Ritholtz Wealth Management held 15,962 shares of Emcor worth $13.2M as of Q2 2026.
  • Ritholtz Wealth Management bought 410 Emcor shares in Q2 2026, an estimated $347K.
  • Emcor made up 0.2% of Ritholtz Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Ritholtz Wealth Management first reported a position in Emcor in Q4 2022 and has held it in 15 quarters since.
  • 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.