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Vision Retirement’s Emcor EME Stock Holding History

Vision Retirement’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 		$58.1K Buy
70
+39
+126% +$33K 0.01% 214
2026
Q1 		$22.9K Sell
31
-296
-91% -$215K 0.01% 308
2025
Q4 		$200K Buy
+327
New +$212K 0.05% 124

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vision Retirement's EME Position: Q2 2026 in Review

Vision Retirement increased its Emcor (EME) stake by 126% in Q2 2026, buying an estimated $33K and bringing the position to 70 shares worth $58.1K. The position accounts for 0.01% of the portfolio, ranked #214.

Vision Retirement first reported a position in EME in Q4 2025 and has held it in 3 quarters since. The position peaked at $200K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Vision Retirement held 70 shares of Emcor worth $58.1K as of Q2 2026.
  • Vision Retirement bought 39 Emcor shares in Q2 2026, an estimated $33K.
  • Emcor made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #214 holding.
  • Vision Retirement first reported a position in Emcor in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Emcor position peaked at $200K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.