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Transamerica Financial Advisors’s Emcor EME Stock Holding History

Transamerica Financial 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 		$11.9M Sell
14,331
-207
-1% -$175K 1.01% 24
2026
Q1 		$10.7M Sell
14,538
-531
-4% -$386K 0.91% 26
2025
Q4 		$9.22M Buy
15,069
+13,711
+1,010% +$8.88M 0.77% 28
2025
Q3 		$882K Buy
+1,358
New +$824K 0.07% 186

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 $3.38T AUM 44.17% 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

Transamerica Financial Advisors's EME Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Emcor (EME) stake by 1.4% in Q2 2026, selling an estimated $175K and leaving 14,331 shares worth $11.9M. The position accounts for 1.01% of the portfolio, ranked #24.

Transamerica Financial Advisors first reported a position in EME in Q3 2025 and has held it in 4 quarters since. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Transamerica Financial Advisors held 14,331 shares of Emcor worth $11.9M as of Q2 2026.
  • Transamerica Financial Advisors sold 207 Emcor shares in Q2 2026, an estimated $175K.
  • Emcor made up 1.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Transamerica Financial Advisors first reported a position in Emcor in Q3 2025 and has held it in 4 quarters since.
  • 1,251 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.