Sound Income Strategies’s Emcor EME Stock Holding History

Sound Income Strategies’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	–	Sell	-31	Closed	-$23.7K	–	1014
2026 Q1	$23.7K	Hold	31	–	–	﹤0.01%	1111
2025 Q4	$21.8K	Buy	31 +6	+24%	+$3.88K	﹤0.01%	1120
2025 Q3	$17.1K	Hold	25	–	–	﹤0.01%	849
2025 Q2	$13.4K	Sell	25 -583	-96%	-$257K	﹤0.01%	857
2025 Q1	$225K	Buy	608 +583	+2,332%	+$252K	0.01%	265
2024 Q4	$11.4K	Hold	25	–	–	﹤0.01%	812
2024 Q3	$10.8K	Hold	25	–	–	﹤0.01%	767
2024 Q2	$9.15K	Hold	25	–	–	﹤0.01%	796
2024 Q1	$8.77K	Buy	+25	New	+$6.71K	﹤0.01%	791
2023 Q3	–	Sell	-21	Closed	-$3.88K	–	1171
2023 Q2	$3.88K	Buy	+21	New	+$3.51K	﹤0.01%	787
2020 Q3	–	Sell	-3	Closed	–	–	857
2020 Q2	$0	Hold	3	–	–	﹤0.01%	798
2020 Q1	$0	Hold	3	–	–	﹤0.01%	782
2019 Q4	$0	Hold	3	–	–	﹤0.01%	717
2019 Q3	$0	Hold	3	–	–	﹤0.01%	685
2019 Q2	$0	Hold	3	–	–	﹤0.01%	686
2019 Q1	$0	Hold	3	–	–	﹤0.01%	700
2018 Q4	$0	Hold	3	–	–	﹤0.01%	698
2018 Q3	$0	Hold	3	–	–	﹤0.01%	731
2018 Q2	$0	Buy	+3	New	+$233	﹤0.01%	661

Other funds holding EME

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Sound Income Strategies's EME Position: Q2 2026 in Review

Sound Income Strategies sold out of Emcor (EME) in Q2 2026, closing a stake of 31 shares — an estimated $23.7K sold.

Sound Income Strategies first reported a position in EME in Q2 2018 and held it in 19 quarters. The position peaked at $225K in Q1 2025. 962 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Sound Income Strategies reported no remaining Emcor position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 31 Emcor shares in Q2 2026, an estimated $23.7K.
Sound Income Strategies first reported a position in Emcor in Q2 2018 and held it in 19 quarters.
Sound Income Strategies's Emcor position peaked at $225K in Q1 2025.
962 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.