True Wealth Design
EME icon

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
Q3 		$146K Buy
193
+28
+17% +$21.6K 0.03% 178
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

True Wealth Design's EME Position: Q3 2026 in Review

True Wealth Design increased its Emcor (EME) stake by 17% in Q3 2026, buying an estimated $21.6K and bringing the position to 193 shares worth $146K. The position accounts for 0.03% of the portfolio, ranked #178.

True Wealth Design first reported a position in EME in Q4 2022 and has held it in 11 quarters since. The position peaked at $867K in Q4 2022. 284 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • True Wealth Design held 193 shares of Emcor worth $146K as of Q3 2026.
  • True Wealth Design bought 28 Emcor shares in Q3 2026, an estimated $21.6K.
  • Emcor made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #178 holding.
  • True Wealth Design first reported a position in Emcor in Q4 2022 and has held it in 11 quarters since.
  • True Wealth Design's Emcor position peaked at $867K in Q4 2022.
  • 284 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.