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Segment Wealth Management’s Emcor EME Stock Holding History

Segment 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 		$4.27M Buy
5,145
+179
+4% +$151K 0.22% 86
2026
Q1 		$3.67M Buy
4,966
+2,946
+146% +$2.14M 0.22% 87
2025
Q4 		$1.24M Buy
2,020
+680
+51% +$440K 0.07% 147
2025
Q3 		$870K Buy
+1,340
New +$813K 0.05% 178

Other funds holding EME

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
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Segment Wealth Management increased its Emcor (EME) stake by 3.6% in Q2 2026, buying an estimated $151K and bringing the position to 5,145 shares worth $4.27M. The position accounts for 0.22% of the portfolio, ranked #86.

Segment Wealth Management first reported a position in EME in Q3 2025 and has held it in 4 quarters since. 213 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Segment Wealth Management held 5,145 shares of Emcor worth $4.27M as of Q2 2026.
  • Segment Wealth Management bought 179 Emcor shares in Q2 2026, an estimated $151K.
  • Emcor made up 0.22% of Segment Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Segment Wealth Management first reported a position in Emcor in Q3 2025 and has held it in 4 quarters since.
  • 213 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.