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True Wealth Design’s Emcor EME Stock Holding History

True Wealth Design’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 		$137K Buy
165
+24
+17% +$20.3K 0.03% 180
2026
Q1 		$104K Buy
141
+43
+44% +$31.3K 0.03% 202
2025
Q4 		$60K Buy
98
+7
+8% +$4.53K 0.02% 291
2025
Q3 		$59.1K Buy
91
+70
+333% +$42.5K 0.02% 279
2025
Q2 		$11.2K Buy
21
+15
+250% +$6.62K ﹤0.01% 537
2025
Q1 		$2.22K Sell
6
-127
-95% -$54.9K ﹤0.01% 971
2024
Q4 		$60.4K Buy
133
+26
+24% +$12.3K 0.02% 135
2024
Q3 		$46.1K Buy
107
+104
+3,467% +$39.3K 0.02% 157
2024
Q2 		$1.1K Buy
+3
New +$1.11K ﹤0.01% 491
2023
Q1 		– Sell
-5,857
Closed -$867K – 871
2022
Q4 		$867K Buy
+5,857
New +$831K 0.4% 33

Other funds holding EME

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

True Wealth Design's EME Position: Q2 2026 in Review

True Wealth Design increased its Emcor (EME) stake by 17% in Q2 2026, buying an estimated $20.3K and bringing the position to 165 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #180.

True Wealth Design first reported a position in EME in Q4 2022 and has held it in 10 quarters since. The position peaked at $867K in Q4 2022. 159 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • True Wealth Design held 165 shares of Emcor worth $137K as of Q2 2026.
  • True Wealth Design bought 24 Emcor shares in Q2 2026, an estimated $20.3K.
  • Emcor made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #180 holding.
  • True Wealth Design first reported a position in Emcor in Q4 2022 and has held it in 10 quarters since.
  • True Wealth Design's Emcor position peaked at $867K in Q4 2022.
  • 159 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.