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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s EME Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Emcor (EME) stake by 40% in Q1 2026, selling an estimated $148K and leaving 305 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Wealthspire Advisors (New York) first reported a position in EME in Q2 2025 and has held it in 4 quarters since. The position peaked at $311K in Q4 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Wealthspire Advisors (New York) held 305 shares of Emcor worth $225K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 204 Emcor shares in Q1 2026, an estimated $148K.
  • Emcor made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #820 holding.
  • Wealthspire Advisors (New York) first reported a position in Emcor in Q2 2025 and has held it in 4 quarters since.
  • Wealthspire Advisors (New York)'s Emcor position peaked at $311K in Q4 2025.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.