Summit Financial Wealth Advisors’s Emcor EME Stock Holding History

Summit Financial Wealth Advisors’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	$1.06M	Buy	1,276 +17	+1%	+$14.4K	0.14%	77
2026 Q1	$930K	Sell	1,259 -5	-0.4%	-$3.64K	0.13%	78
2025 Q4	$773K	Hold	1,264	–	–	0.11%	81
2025 Q3	$828K	Sell	1,264 -13	-1%	-$7.89K	0.13%	75
2025 Q2	$683K	Sell	1,277 -100	-7%	-$44.1K	0.12%	79
2025 Q1	$509K	Hold	1,377	–	–	0.1%	88
2024 Q4	$617K	Sell	1,377 -14	-1%	-$6.62K	0.12%	84
2024 Q3	$599K	Hold	1,391	–	–	0.11%	82
2024 Q2	$508K	Sell	1,391 -89	-6%	-$32.8K	0.1%	78
2024 Q1	$518K	Buy	+1,480	New	+$397K	0.11%	80
2015 Q4	–	Sell	-500	Closed	-$22K	–	144
2015 Q3	$22K	Hold	500	–	–	0.01%	153
2015 Q2	$23K	Hold	500	–	–	0.01%	186
2015 Q1	$23K	Hold	500	–	–	0.02%	157
2014 Q4	$22K	Buy	+500	New	+$21.5K	0.02%	154

Other funds holding EME

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Summit Financial Wealth Advisors's EME Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Emcor (EME) stake by 1.4% in Q2 2026, buying an estimated $14.4K and bringing the position to 1,276 shares worth $1.06M. The position accounts for 0.14% of the portfolio, ranked #77.

Summit Financial Wealth Advisors first reported a position in EME in Q4 2014 and has held it in 14 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Summit Financial Wealth Advisors held 1,276 shares of Emcor worth $1.06M as of Q2 2026.
Summit Financial Wealth Advisors bought 17 Emcor shares in Q2 2026, an estimated $14.4K.
Emcor made up 0.14% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #77 holding.
Summit Financial Wealth Advisors first reported a position in Emcor in Q4 2014 and has held it in 14 quarters since.
1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.