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Rooted Wealth Advisors’s Emcor EME Stock Holding History

Rooted Wealth 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 		$250K Buy
301
+24
+9% +$20.3K 0.06% 127
2026
Q1 		$230K Buy
+277
New +$202K 0.06% 136

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

Rooted Wealth Advisors's EME Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Emcor (EME) stake by 8.7% in Q2 2026, buying an estimated $20.3K and bringing the position to 301 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #127.

Rooted Wealth 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.

  • Rooted Wealth Advisors held 301 shares of Emcor worth $250K as of Q2 2026.
  • Rooted Wealth Advisors bought 24 Emcor shares in Q2 2026, an estimated $20.3K.
  • Emcor made up 0.06% of Rooted Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • Rooted Wealth 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 Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.