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Wealth Preservation Advisors’s Emcor EME Stock Holding History

Wealth Preservation 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 		– Sell
-94
Closed -$69.4K – 336
2026
Q1 		$69.4K Buy
+94
New +$68.4K 0.06% 136

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 Preservation Advisors's EME Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Emcor (EME) in Q2 2026, closing a stake of 94 shares — an estimated $69.4K sold.

Wealth Preservation Advisors first reported a position in EME in Q1 2026 and held it in 1 quarter. The position peaked at $69.4K in Q1 2026. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Emcor position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 94 Emcor shares in Q2 2026, an estimated $69.4K.
  • Wealth Preservation Advisors first reported a position in Emcor in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Emcor position peaked at $69.4K in Q1 2026.
  • 1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

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