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Rockport Wealth’s Emcor EME Stock Holding History

Rockport 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 		$498K Hold
600
– – 0.08% 63
2026
Q1 		$443K Hold
600
– – 0.08% 65
2025
Q4 		$367K Sell
600
-16
-3% -$10.4K 0.07% 73
2025
Q3 		$400K Sell
616
-61
-9% -$37K 0.08% 62
2025
Q2 		$362K Buy
+677
New +$299K 0.08% 58
2025
Q1 		– Sell
-677
Closed -$307K – 47
2024
Q4 		$307K Sell
677
-13
-2% -$6.15K 0.14% 55
2024
Q3 		$297K Buy
+690
New +$260K 0.08% 57

Other funds holding EME

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rockport Wealth's EME Position: Q2 2026 in Review

Rockport Wealth held its Emcor (EME) position steady in Q2 2026 at 600 shares worth $498K. The position accounts for 0.08% of the portfolio, ranked #63.

Rockport Wealth first reported a position in EME in Q3 2024 and has held it in 7 quarters since. 500 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Rockport Wealth held 600 shares of Emcor worth $498K as of Q2 2026.
  • Rockport Wealth left its Emcor share count unchanged in Q2 2026.
  • Emcor made up 0.08% of Rockport Wealth's portfolio in Q2 2026, its #63 holding.
  • Rockport Wealth first reported a position in Emcor in Q3 2024 and has held it in 7 quarters since.
  • 500 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

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