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Wealthspire Advisors (New York)’s Emcor EME Stock Holding History

Wealthspire Advisors (New York)’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 		$253K Hold
305
– – ﹤0.01% 1058
2026
Q1 		$225K Sell
305
-204
-40% -$148K ﹤0.01% 820
2025
Q4 		$311K Buy
509
+352
+224% +$228K ﹤0.01% 786
2025
Q3 		$102K Sell
157
-271
-63% -$164K ﹤0.01% 1003
2025
Q2 		$229K Buy
+428
New +$189K ﹤0.01% 744

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

Wealthspire Advisors (New York)'s EME Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its Emcor (EME) position steady in Q2 2026 at 305 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Wealthspire Advisors (New York) first reported a position in EME in Q2 2025 and has held it in 5 quarters since. The position peaked at $311K in Q4 2025. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Wealthspire Advisors (New York) held 305 shares of Emcor worth $253K as of Q2 2026.
  • Wealthspire Advisors (New York) left its Emcor share count unchanged in Q2 2026.
  • Emcor made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1058 holding.
  • Wealthspire Advisors (New York) first reported a position in Emcor in Q2 2025 and has held it in 5 quarters since.
  • Wealthspire Advisors (New York)'s Emcor position peaked at $311K in Q4 2025.
  • 1,251 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.