Sequent Planning’s Emcor EME Stock Holding History

Sequent Planning’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	$280K	Hold	337	–	–	0.06%	231
2026 Q1	$249K	Buy	+337	New	+$245K	0.06%	212

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sequent Planning's EME Position: Q2 2026 in Review

Sequent Planning held its Emcor (EME) position steady in Q2 2026 at 337 shares worth $280K. The position accounts for 0.06% of the portfolio, ranked #231.

Sequent Planning 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.

Sequent Planning held 337 shares of Emcor worth $280K as of Q2 2026.
Sequent Planning left its Emcor share count unchanged in Q2 2026.
Emcor made up 0.06% of Sequent Planning's portfolio in Q2 2026, its #231 holding.
Sequent Planning 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 Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.