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SHP Wealth Management’s Emcor EME Stock Holding History

SHP 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
Q1 		$7.38K Buy
10
+8
+400% +$5.82K ﹤0.01% 978
2025
Q4 		$1.22K Buy
+2
New +$1.29K ﹤0.01% 1223

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SHP Wealth Management's EME Position: Q1 2026 in Review

SHP Wealth Management increased its Emcor (EME) stake by 400% in Q1 2026, buying an estimated $5.82K and bringing the position to 10 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

SHP Wealth Management first reported a position in EME in Q4 2025 and has held it in 2 quarters since. 1,160 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • SHP Wealth Management held 10 shares of Emcor worth $7.38K as of Q1 2026.
  • SHP Wealth Management bought 8 Emcor shares in Q1 2026, an estimated $5.82K.
  • Emcor made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #978 holding.
  • SHP Wealth Management first reported a position in Emcor in Q4 2025 and has held it in 2 quarters since.
  • 1,160 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.