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Summit Securities Group’s Emcor EME Stock Holding History

Summit Securities Group’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 		$99.6K Buy
120
+113
+1,614% +$95.6K 0.01% 397
2026
Q1 		$5.17K Sell
7
-59
-89% -$42.9K ﹤0.01% 790
2025
Q4 		$40.4K Sell
66
-11
-14% -$7.12K 0.01% 657
2025
Q3 		$50K Buy
+77
New +$46.7K 0.01% 565
2025
Q1 		– Sell
-100
Closed -$45.4K – 875
2024
Q4 		$45.4K Buy
+100
New +$47.3K 0.01% 297
2024
Q3 		– Sell
-493
Closed -$180K – 665
2024
Q2 		$180K Buy
+493
New +$182K 0.03% 170

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

Summit Securities Group's EME Position: Q2 2026 in Review

Summit Securities Group increased its Emcor (EME) stake by 1,614% in Q2 2026, buying an estimated $95.6K and bringing the position to 120 shares worth $99.6K. The position accounts for 0.01% of the portfolio, ranked #397.

Summit Securities Group first reported a position in EME in Q2 2024 and has held it in 6 quarters since. The position peaked at $180K in Q2 2024. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Summit Securities Group held 120 shares of Emcor worth $99.6K as of Q2 2026.
  • Summit Securities Group bought 113 Emcor shares in Q2 2026, an estimated $95.6K.
  • Emcor made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #397 holding.
  • Summit Securities Group first reported a position in Emcor in Q2 2024 and has held it in 6 quarters since.
  • Summit Securities Group's Emcor position peaked at $180K in Q2 2024.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.