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Willner & Heller’s Emcor EME Stock Holding History

Willner & Heller’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 		$506K Buy
609
+155
+34% +$131K 0.32% 89
2026
Q1 		$335K Hold
454
– – 0.25% 116
2025
Q4 		$278K Hold
454
– – 0.2% 143
2025
Q3 		$295K Hold
454
– – 0.23% 129
2025
Q2 		$243K Buy
+454
New +$200K 0.2% 137

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

Willner & Heller's EME Position: Q2 2026 in Review

Willner & Heller increased its Emcor (EME) stake by 34% in Q2 2026, buying an estimated $131K and bringing the position to 609 shares worth $506K. The position accounts for 0.32% of the portfolio, ranked #89.

Willner & Heller first reported a position in EME in Q2 2025 and has held it in 5 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Willner & Heller held 609 shares of Emcor worth $506K as of Q2 2026.
  • Willner & Heller bought 155 Emcor shares in Q2 2026, an estimated $131K.
  • Emcor made up 0.32% of Willner & Heller's portfolio in Q2 2026, its #89 holding.
  • Willner & Heller first reported a position in Emcor in Q2 2025 and has held it in 5 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.