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Wealth Alliance’s Emcor EME Stock Holding History

Wealth Alliance’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 		$640K Buy
+771
New +$652K 0.05% 267
2024
Q4 		– Sell
-677
Closed -$292K – 509
2024
Q3 		$292K Sell
677
-300
-31% -$113K 0.03% 404
2024
Q2 		$357K Buy
+977
New +$360K 0.05% 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 $3.37T 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

Wealth Alliance's EME Position: Q2 2026 in Review

Wealth Alliance opened a new position in Emcor (EME) in Q2 2026: 771 shares worth $640K. The stake represents 0.05% of the portfolio and ranks #267 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in EME as recently as Q3 2024.

Wealth Alliance first reported a position in EME in Q2 2024 and has held it in 3 quarters since. 1,249 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Wealth Alliance held 771 shares of Emcor worth $640K as of Q2 2026.
  • Emcor was a new Wealth Alliance position in Q2 2026.
  • Emcor made up 0.05% of Wealth Alliance's portfolio in Q2 2026, its #267 holding.
  • Wealth Alliance first reported a position in Emcor in Q2 2024 and has held it in 3 quarters since.
  • 1,249 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.