XF
EME icon

XML Financial’s Emcor EME Stock Holding History

XML Financial’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 		$935K Hold
1,127
– – 0.07% 191
2026
Q1 		$832K Buy
1,127
+34
+3% +$24.7K 0.07% 202
2025
Q4 		$669K Buy
1,093
+223
+26% +$144K 0.05% 222
2025
Q3 		$565K Buy
870
+160
+23% +$97.1K 0.05% 235
2025
Q2 		$380K Buy
710
+100
+16% +$44.1K 0.03% 277
2025
Q1 		$225K Buy
610
+132
+28% +$57.1K 0.02% 323
2024
Q4 		$217K Buy
+478
New +$226K 0.02% 331

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

XML Financial's EME Position: Q2 2026 in Review

XML Financial held its Emcor (EME) position steady in Q2 2026 at 1,127 shares worth $935K. The position accounts for 0.07% of the portfolio, ranked #191.

XML Financial first reported a position in EME in Q4 2024 and has held it in 7 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • XML Financial held 1,127 shares of Emcor worth $935K as of Q2 2026.
  • XML Financial left its Emcor share count unchanged in Q2 2026.
  • Emcor made up 0.07% of XML Financial's portfolio in Q2 2026, its #191 holding.
  • XML Financial first reported a position in Emcor in Q4 2024 and has held it in 7 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.