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Venturi Wealth Management’s Emcor EME Stock Holding History

Venturi Wealth Management’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 		$695K Sell
838
-37
-4% -$31.3K 0.03% 303
2026
Q1 		$646K Buy
+875
New +$637K 0.03% 290
2024
Q4 		– Sell
-6
Closed -$2.58K – 1962
2024
Q3 		$2.58K Buy
+6
New +$2.27K ﹤0.01% 1625
2024
Q2 		– Sell
-8
Closed -$2.8K – 1502
2024
Q1 		$2.8K Sell
8
-3
-27% -$805 ﹤0.01% 1202
2023
Q4 		$2.37K Buy
11
+4
+57% +$839 ﹤0.01% 1177
2023
Q3 		$1.47K Buy
+7
New +$1.46K ﹤0.01% 1232

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

Venturi Wealth Management's EME Position: Q2 2026 in Review

Venturi Wealth Management reduced its Emcor (EME) stake by 4.2% in Q2 2026, selling an estimated $31.3K and leaving 838 shares worth $695K. The position accounts for 0.03% of the portfolio, ranked #303.

Venturi Wealth Management first reported a position in EME in Q3 2023 and has held it in 6 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Venturi Wealth Management held 838 shares of Emcor worth $695K as of Q2 2026.
  • Venturi Wealth Management sold 37 Emcor shares in Q2 2026, an estimated $31.3K.
  • Emcor made up 0.03% of Venturi Wealth Management's portfolio in Q2 2026, its #303 holding.
  • Venturi Wealth Management first reported a position in Emcor in Q3 2023 and has held it in 6 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.