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Valued Wealth Advisors’s Emcor EME Stock Holding History

Valued 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 		$22.4K Buy
27
+12
+80% +$10.2K 0.01% 186
2026
Q1 		$11.1K Buy
15
+3
+25% +$2.18K ﹤0.01% 270
2025
Q4 		$7.35K Buy
12
+6
+100% +$3.88K ﹤0.01% 252
2025
Q3 		$3.9K Buy
6
+1
+20% +$607 ﹤0.01% 319
2025
Q2 		$2.68K Hold
5
– – ﹤0.01% 355
2025
Q1 		$1.85K Sell
5
-4
-44% -$1.73K ﹤0.01% 421
2024
Q4 		$4.09K Sell
9
-1
-10% -$473 ﹤0.01% 328
2024
Q3 		$4.31K Hold
10
– – ﹤0.01% 298
2024
Q2 		$3.65K Buy
10
+3
+43% +$1.11K ﹤0.01% 304
2024
Q1 		$2.45K Buy
+7
New +$1.88K ﹤0.01% 332

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

Valued Wealth Advisors's EME Position: Q2 2026 in Review

Valued Wealth Advisors increased its Emcor (EME) stake by 80% in Q2 2026, buying an estimated $10.2K and bringing the position to 27 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #186.

Valued Wealth Advisors first reported a position in EME in Q1 2024 and has held it in 10 quarters since. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Valued Wealth Advisors held 27 shares of Emcor worth $22.4K as of Q2 2026.
  • Valued Wealth Advisors bought 12 Emcor shares in Q2 2026, an estimated $10.2K.
  • Emcor made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #186 holding.
  • Valued Wealth Advisors first reported a position in Emcor in Q1 2024 and has held it in 10 quarters since.
  • 1,251 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.