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Robertson Stephens Wealth Management’s Emcor EME Stock Holding History

Robertson Stephens 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 		$215K Buy
+259
New +$219K 0.01% 606
2025
Q3 		– Sell
-407
Closed -$218K – 544
2025
Q2 		$218K Sell
407
-193
-32% -$85.2K 0.01% 519
2025
Q1 		$222K Sell
600
-227
-27% -$98.2K 0.01% 512
2024
Q4 		$375K Sell
827
-739
-47% -$350K 0.01% 420
2024
Q3 		$674K Buy
1,566
+88
+6% +$33.2K 0.02% 347
2024
Q2 		$540K Sell
1,478
-272
-16% -$100K 0.03% 323
2024
Q1 		$613K Buy
+1,750
New +$470K 0.03% 309

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

Robertson Stephens Wealth Management's EME Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in Emcor (EME) in Q2 2026: 259 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #606 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in EME as recently as Q2 2025.

Robertson Stephens Wealth Management first reported a position in EME in Q1 2024 and has held it in 7 quarters since. The position peaked at $674K in Q3 2024. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Robertson Stephens Wealth Management held 259 shares of Emcor worth $215K as of Q2 2026.
  • Emcor was a new Robertson Stephens Wealth Management position in Q2 2026.
  • Emcor made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #606 holding.
  • Robertson Stephens Wealth Management first reported a position in Emcor in Q1 2024 and has held it in 7 quarters since.
  • Robertson Stephens Wealth Management's Emcor position peaked at $674K in Q3 2024.
  • 1,251 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.