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Waverly Advisors’s Emcor EME Stock Holding History

Waverly 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 		$1.24M Sell
1,499
-52
-3% -$44K 0.01% 819
2026
Q1 		$1.15M Buy
1,551
+564
+57% +$411K 0.01% 791
2025
Q4 		$604K Buy
987
+267
+37% +$173K ﹤0.01% 934
2025
Q3 		$468K Buy
720
+101
+16% +$61.3K ﹤0.01% 867
2025
Q2 		$331K Buy
+619
New +$273K ﹤0.01% 933

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

Waverly Advisors's EME Position: Q2 2026 in Review

Waverly Advisors reduced its Emcor (EME) stake by 3.4% in Q2 2026, selling an estimated $44K and leaving 1,499 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #819.

Waverly Advisors first reported a position in EME in Q2 2025 and has held it in 5 quarters since. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Waverly Advisors held 1,499 shares of Emcor worth $1.24M as of Q2 2026.
  • Waverly Advisors sold 52 Emcor shares in Q2 2026, an estimated $44K.
  • Emcor made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #819 holding.
  • Waverly Advisors first reported a position in Emcor in Q2 2025 and has held it in 5 quarters since.
  • 1,251 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.