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Simplicity Wealth’s Emcor EME Stock Holding History

Simplicity Wealth’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 		$743K Buy
895
+201
+29% +$170K 0.03% 513
2026
Q1 		$512K Buy
694
+9
+1% +$6.55K 0.03% 446
2025
Q4 		$419K Buy
685
+377
+122% +$244K 0.03% 475
2025
Q3 		$200K Buy
+308
New +$187K 0.01% 682

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

Simplicity Wealth's EME Position: Q2 2026 in Review

Simplicity Wealth increased its Emcor (EME) stake by 29% in Q2 2026, buying an estimated $170K and bringing the position to 895 shares worth $743K. The position accounts for 0.03% of the portfolio, ranked #513.

Simplicity Wealth first reported a position in EME in Q3 2025 and has held it in 4 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Simplicity Wealth held 895 shares of Emcor worth $743K as of Q2 2026.
  • Simplicity Wealth bought 201 Emcor shares in Q2 2026, an estimated $170K.
  • Emcor made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #513 holding.
  • Simplicity Wealth first reported a position in Emcor in Q3 2025 and has held it in 4 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.