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United Capital Financial Advisors’s Emcor EME Stock Holding History

United Capital 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 		$1.38M Buy
1,662
+58
+4% +$49.1K 0.01% 689
2026
Q1 		$1.18M Sell
1,604
-1,311
-45% -$954K 0.01% 698
2025
Q4 		$1.78M Buy
2,915
+309
+12% +$200K 0.01% 560
2025
Q3 		$1.69M Buy
2,606
+1,708
+190% +$1.04M 0.01% 505
2025
Q2 		$480K Sell
898
-113
-11% -$49.9K ﹤0.01% 795
2025
Q1 		$374K Sell
1,011
-225
-18% -$97.3K ﹤0.01% 828
2024
Q4 		$561K Buy
1,236
+84
+7% +$39.7K ﹤0.01% 697
2024
Q3 		$496K Buy
1,152
+2
+0.2% +$755 ﹤0.01% 729
2024
Q2 		$420K Buy
1,150
+146
+15% +$53.9K ﹤0.01% 751
2024
Q1 		$352K Buy
+1,004
New +$270K ﹤0.01% 833

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

United Capital Financial Advisors's EME Position: Q2 2026 in Review

United Capital Financial Advisors increased its Emcor (EME) stake by 3.6% in Q2 2026, buying an estimated $49.1K and bringing the position to 1,662 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #689.

United Capital Financial Advisors first reported a position in EME in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.78M in Q4 2025. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • United Capital Financial Advisors held 1,662 shares of Emcor worth $1.38M as of Q2 2026.
  • United Capital Financial Advisors bought 58 Emcor shares in Q2 2026, an estimated $49.1K.
  • Emcor made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #689 holding.
  • United Capital Financial Advisors first reported a position in Emcor in Q1 2024 and has held it in 10 quarters since.
  • United Capital Financial Advisors's Emcor position peaked at $1.78M in Q4 2025.
  • 1,251 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

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