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Spire Wealth Management’s Emcor EME Stock Holding History

Spire 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 		$4.71M Buy
5,674
+235
+4% +$199K 0.14% 144
2026
Q1 		$4.02M Buy
5,439
+511
+10% +$372K 0.14% 150
2025
Q4 		$3.01M Buy
4,928
+4,616
+1,479% +$2.99M 0.1% 180
2025
Q3 		$203K Sell
312
-18
-5% -$10.9K 0.01% 780
2025
Q2 		$177K Buy
330
+14
+4% +$6.18K 0.01% 801
2025
Q1 		$117K Sell
316
-3,590
-92% -$1.55M ﹤0.01% 983
2024
Q4 		$1.77M Buy
3,906
+1,352
+53% +$640K 0.06% 262
2024
Q3 		$1.1M Buy
2,554
+2,549
+50,980% +$962K 0.04% 357
2024
Q2 		$1.82K Hold
5
– – ﹤0.01% 2023
2024
Q1 		$1.75K Sell
5
-5
-50% -$1.34K ﹤0.01% 2123
2023
Q4 		$2.19K Sell
10
-3,360
-100% -$705K ﹤0.01% 2122
2023
Q3 		$709K Buy
3,370
+3,365
+67,300% +$704K 0.03% 405
2023
Q2 		$924 Hold
5
– – ﹤0.01% 2317
2023
Q1 		$813 Sell
5
-8
-62% -$1.23K ﹤0.01% 2413
2022
Q4 		$2K Buy
13
+8
+160% +$1.14K ﹤0.01% 2035
2022
Q3 		$1K Sell
5
-8
-62% -$914 ﹤0.01% 2066
2022
Q2 		$1K Buy
+13
New +$1.39K ﹤0.01% 2492
2022
Q1 		– Sell
-53
Closed -$7K – 2621
2021
Q4 		$7K Buy
+53
New +$6.56K ﹤0.01% 2478
2021
Q3 		– Sell
-315
Closed -$39K – 2585
2021
Q2 		$39K Sell
315
-48
-13% -$5.86K ﹤0.01% 1588
2021
Q1 		$41K Buy
+363
New +$36.4K ﹤0.01% 1827

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

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

Spire Wealth Management increased its Emcor (EME) stake by 4.3% in Q2 2026, buying an estimated $199K and bringing the position to 5,674 shares worth $4.71M. The position accounts for 0.14% of the portfolio, ranked #144.

Spire Wealth Management first reported a position in EME in Q1 2021 and has held it in 20 quarters since. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Spire Wealth Management held 5,674 shares of Emcor worth $4.71M as of Q2 2026.
  • Spire Wealth Management bought 235 Emcor shares in Q2 2026, an estimated $199K.
  • Emcor made up 0.14% of Spire Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Spire Wealth Management first reported a position in Emcor in Q1 2021 and has held it in 20 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.