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Williams Jones Wealth Management’s Emcor EME Stock Holding History

Williams Jones Wealth Management’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 		$1.58M Buy
1,904
+1,024
+116% +$866K 0.02% 227
2026
Q1 		$650K Buy
880
+81
+10% +$59K 0.01% 312
2025
Q4 		$489K Buy
799
+449
+128% +$291K 0.01% 354
2025
Q3 		$227K Buy
+350
New +$212K ﹤0.01% 450

Other funds holding EME

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Williams Jones Wealth Management's EME Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Emcor (EME) stake by 116% in Q2 2026, buying an estimated $866K and bringing the position to 1,904 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #227.

Williams Jones Wealth Management first reported a position in EME in Q3 2025 and has held it in 4 quarters since. 585 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Williams Jones Wealth Management held 1,904 shares of Emcor worth $1.58M as of Q2 2026.
  • Williams Jones Wealth Management bought 1,024 Emcor shares in Q2 2026, an estimated $866K.
  • Emcor made up 0.02% of Williams Jones Wealth Management's portfolio in Q2 2026, its #227 holding.
  • Williams Jones Wealth Management first reported a position in Emcor in Q3 2025 and has held it in 4 quarters since.
  • 585 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.