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ROI Financial Advisors’s Emcor EME Stock Holding History

ROI Financial Advisors’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 		$346K Buy
417
+142
+52% +$120K 0.18% 59
2026
Q1 		$203K Buy
+275
New +$200K 0.12% 65

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

ROI Financial Advisors's EME Position: Q2 2026 in Review

ROI Financial Advisors increased its Emcor (EME) stake by 52% in Q2 2026, buying an estimated $120K and bringing the position to 417 shares worth $346K. The position accounts for 0.18% of the portfolio, ranked #59.

ROI Financial Advisors first reported a position in EME in Q1 2026 and has held it in 2 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • ROI Financial Advisors held 417 shares of Emcor worth $346K as of Q2 2026.
  • ROI Financial Advisors bought 142 Emcor shares in Q2 2026, an estimated $120K.
  • Emcor made up 0.18% of ROI Financial Advisors's portfolio in Q2 2026, its #59 holding.
  • ROI Financial Advisors first reported a position in Emcor in Q1 2026 and has held it in 2 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.