Wellington Group’s Emcor EME Stock Holding History

Wellington Group’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	-47	Closed	-$34.7K	–	218
2026 Q1	$34.7K	Sell	47 -1	-2%	-$728	0.01%	308
2025 Q4	$29.4K	Buy	+48	New	+$31.1K	0.01%	323

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Group's EME Position: Q2 2026 in Review

Wellington Group sold out of Emcor (EME) in Q2 2026, closing a stake of 47 shares — an estimated $34.7K sold.

Wellington Group first reported a position in EME in Q4 2025 and held it in 2 quarters. The position peaked at $34.7K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Wellington Group reported no remaining Emcor position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 47 Emcor shares in Q2 2026, an estimated $34.7K.
Wellington Group first reported a position in Emcor in Q4 2025 and held it in 2 quarters.
Wellington Group's Emcor position peaked at $34.7K in Q1 2026.
1,244 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.