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Sequoia Financial Advisors’s Emcor EME Stock Holding History

Sequoia 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 		$2.61M Buy
3,142
+110
+4% +$93.1K 0.01% 523
2026
Q1 		$2.24M Buy
3,032
+211
+7% +$154K 0.01% 567
2025
Q4 		$1.73M Buy
2,821
+1,355
+92% +$877K 0.01% 633
2025
Q3 		$952K Buy
1,466
+275
+23% +$167K 0.01% 801
2025
Q2 		$637K Buy
1,191
+400
+51% +$177K ﹤0.01% 889
2025
Q1 		$292K Buy
791
+26
+3% +$11.2K ﹤0.01% 1071
2024
Q4 		$347K Buy
765
+68
+10% +$32.2K ﹤0.01% 959
2024
Q3 		$300K Buy
697
+54
+8% +$20.4K ﹤0.01% 968
2024
Q2 		$235K Buy
643
+50
+8% +$18.4K ﹤0.01% 1016
2024
Q1 		$208K Buy
+593
New +$159K ﹤0.01% 1048

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

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

Sequoia Financial Advisors increased its Emcor (EME) stake by 3.6% in Q2 2026, buying an estimated $93.1K and bringing the position to 3,142 shares worth $2.61M. The position accounts for 0.01% of the portfolio, ranked #523.

Sequoia Financial Advisors first reported a position in EME in Q1 2024 and has held it in 10 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Sequoia Financial Advisors held 3,142 shares of Emcor worth $2.61M as of Q2 2026.
  • Sequoia Financial Advisors bought 110 Emcor shares in Q2 2026, an estimated $93.1K.
  • Emcor made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #523 holding.
  • Sequoia Financial Advisors first reported a position in Emcor in Q1 2024 and has held it in 10 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.