USA Financial Formulas’s Emcor EME Stock Holding History

USA Financial Formulas’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	$830	Hold	1	–	–	﹤0.01%	370
2026 Q1	$738	Hold	1	–	–	﹤0.01%	356
2025 Q4	$612	Buy	+1	New	+$648	﹤0.01%	350
2025 Q1	–	Sell	-585	Closed	-$266K	–	310
2024 Q4	$266K	Buy	+585	New	+$277K	0.04%	137
2024 Q2	–	Sell	-989	Closed	-$346K	–	325
2024 Q1	$346K	Buy	989 +967	+4,395%	+$260K	0.06%	127
2023 Q4	$4.74K	Sell	22 -886	-98%	-$186K	﹤0.01%	262
2023 Q3	$191K	Buy	908 +437	+93%	+$91.4K	0.29%	93
2023 Q2	$87K	Sell	471 -2	-0.4%	-$335	0.13%	117
2023 Q1	$76.9K	Buy	+473	New	+$72.7K	0.12%	102
2020 Q1	–	Sell	-916	Closed	-$79K	–	242
2019 Q4	$79K	Buy	+916	New	+$80.6K	0.03%	172
2017 Q1	–	Sell	-3,426	Closed	-$242K	–	267
2016 Q4	$242K	Buy	+3,426	New	+$225K	0.06%	225

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

USA Financial Formulas's EME Position: Q2 2026 in Review

USA Financial Formulas held its Emcor (EME) position steady in Q2 2026 at 1 share worth $830. The position accounts for ﹤0.01% of the portfolio, ranked #370.

USA Financial Formulas first reported a position in EME in Q4 2016 and has held it in 11 quarters since. The position peaked at $346K in Q1 2024. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

USA Financial Formulas held 1 share of Emcor worth $830 as of Q2 2026.
USA Financial Formulas left its Emcor share count unchanged in Q2 2026.
Emcor made up ﹤0.01% of USA Financial Formulas's portfolio in Q2 2026, its #370 holding.
USA Financial Formulas first reported a position in Emcor in Q4 2016 and has held it in 11 quarters since.
USA Financial Formulas's Emcor position peaked at $346K in Q1 2024.
1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.