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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
Q2 		$11.6K Buy
14
+4
+40% +$3.38K ﹤0.01% 922
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
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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Emcor (EME) stake by 40% in Q2 2026, buying an estimated $3.38K and bringing the position to 14 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

SHP Wealth Management first reported a position in EME in Q4 2025 and has held it in 3 quarters since. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • SHP Wealth Management held 14 shares of Emcor worth $11.6K as of Q2 2026.
  • SHP Wealth Management bought 4 Emcor shares in Q2 2026, an estimated $3.38K.
  • Emcor made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #922 holding.
  • SHP Wealth Management first reported a position in Emcor in Q4 2025 and has held it in 3 quarters since.
  • 1,251 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.