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Strategic Wealth Partners’s Emcor EME Stock Holding History

Strategic Wealth Partners’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 		$25.7K Buy
31
+1
+3% +$846 ﹤0.01% 683
2026
Q1 		$22.1K Sell
30
-1
-3% -$728 ﹤0.01% 685
2025
Q4 		$19K Buy
31
+10
+48% +$6.47K ﹤0.01% 713
2025
Q3 		$13.6K Sell
21
-1
-5% -$607 ﹤0.01% 826
2025
Q2 		$11.8K Buy
+22
New +$9.71K ﹤0.01% 756

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

Strategic Wealth Partners's EME Position: Q2 2026 in Review

Strategic Wealth Partners increased its Emcor (EME) stake by 3.3% in Q2 2026, buying an estimated $846 and bringing the position to 31 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Strategic Wealth Partners first reported a position in EME in Q2 2025 and has held it in 5 quarters since. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Strategic Wealth Partners held 31 shares of Emcor worth $25.7K as of Q2 2026.
  • Strategic Wealth Partners bought 1 Emcor share in Q2 2026, an estimated $846.
  • Emcor made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #683 holding.
  • Strategic Wealth Partners first reported a position in Emcor in Q2 2025 and has held it in 5 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.