WAS
EME icon

WESPAC Advisors SoCal’s Emcor EME Stock Holding History

WESPAC Advisors SoCal’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 		$11.9M Buy
14,345
+404
+3% +$342K 2.12% 18
2026
Q1 		$10.3M Buy
13,941
+164
+1% +$119K 2.19% 16
2025
Q4 		$8.43M Buy
13,777
+325
+2% +$210K 1.7% 21
2025
Q3 		$8.74M Sell
13,452
-459
-3% -$278K 1.77% 22
2025
Q2 		$7.44M Sell
13,911
-2,201
-14% -$971K 1.66% 23
2025
Q1 		$5.96M Sell
16,112
-1,880
-10% -$813K 1.55% 26
2024
Q4 		$8.17M Buy
+17,992
New +$8.51M 1.85% 21
2019
Q2 		– Sell
-129
Closed -$9K – 149
2019
Q1 		$9K Hold
129
– – 0.01% 238
2018
Q4 		$7K Buy
+129
New +$8.93K ﹤0.01% 264

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

WESPAC Advisors SoCal's EME Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its Emcor (EME) stake by 2.9% in Q2 2026, buying an estimated $342K and bringing the position to 14,345 shares worth $11.9M. The position accounts for 2.12% of the portfolio, ranked #18.

WESPAC Advisors SoCal first reported a position in EME in Q4 2018 and has held it in 9 quarters since. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • WESPAC Advisors SoCal held 14,345 shares of Emcor worth $11.9M as of Q2 2026.
  • WESPAC Advisors SoCal bought 404 Emcor shares in Q2 2026, an estimated $342K.
  • Emcor made up 2.12% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #18 holding.
  • WESPAC Advisors SoCal first reported a position in Emcor in Q4 2018 and has held it in 9 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.