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Waypoint Wealth Counsel’s Emcor EME Stock Holding History

Waypoint Wealth Counsel’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 		$254K Sell
306
-294
-49% -$249K 0.16% 108
2026
Q1 		$443K Hold
600
– – 0.23% 90
2025
Q4 		$367K Buy
600
+49
+9% +$31.7K 0.13% 153
2025
Q3 		$358K Buy
551
+46
+9% +$27.9K 0.14% 141
2025
Q2 		$270K Buy
+505
New +$223K 0.13% 132

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

Waypoint Wealth Counsel's EME Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Emcor (EME) stake by 49% in Q2 2026, selling an estimated $249K and leaving 306 shares worth $254K. The position accounts for 0.16% of the portfolio, ranked #108.

Waypoint Wealth Counsel first reported a position in EME in Q2 2025 and has held it in 5 quarters since. The position peaked at $443K in Q1 2026. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Waypoint Wealth Counsel held 306 shares of Emcor worth $254K as of Q2 2026.
  • Waypoint Wealth Counsel sold 294 Emcor shares in Q2 2026, an estimated $249K.
  • Emcor made up 0.16% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #108 holding.
  • Waypoint Wealth Counsel first reported a position in Emcor in Q2 2025 and has held it in 5 quarters since.
  • Waypoint Wealth Counsel's Emcor position peaked at $443K in Q1 2026.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.