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Twin Peaks Wealth Advisors’s Emcor EME Stock Holding History

Twin Peaks 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 		– Sell
-89
Closed -$65.7K – 809
2026
Q1 		$65.7K Buy
+89
New +$64.8K 0.02% 372
2025
Q3 		– Sell
-81
Closed -$51.2K – 731
2025
Q2 		$51.2K Buy
+81
New +$35.7K 0.02% 345

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

Twin Peaks Wealth Advisors's EME Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Emcor (EME) in Q2 2026, closing a stake of 89 shares — an estimated $65.7K sold.

Twin Peaks Wealth Advisors first reported a position in EME in Q2 2025 and held it in 2 quarters. The position peaked at $65.7K in Q1 2026. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Emcor position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 89 Emcor shares in Q2 2026, an estimated $65.7K.
  • Twin Peaks Wealth Advisors first reported a position in Emcor in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Emcor position peaked at $65.7K in Q1 2026.
  • 1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.