Advisor OS’s Emcor EME Stock Holding History

Advisor OS’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 Q1	–	Sell	-625	Closed	-$382K	–	595
2025 Q4	$382K	Buy	625 +39	+7%	+$25.3K	0.03%	339
2025 Q3	$381K	Sell	586 -21	-3%	-$12.7K	0.03%	317
2025 Q2	$325K	Buy	607 +38	+7%	+$16.8K	0.03%	341
2025 Q1	$210K	Buy	+569	New	+$246K	0.02%	400

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor OS's EME Position: Q1 2026 in Review

Advisor OS sold out of Emcor (EME) in Q1 2026, closing a stake of 625 shares — an estimated $382K sold.

Advisor OS first reported a position in EME in Q1 2025 and held it in 4 quarters. The position peaked at $382K in Q4 2025. 1,161 funds tracked by Wall St. Rank hold EME as of Q1 2026.

Advisor OS reported no remaining Emcor position as of Q1 2026 after selling out during the quarter.
Advisor OS sold 625 Emcor shares in Q1 2026, an estimated $382K.
Advisor OS first reported a position in Emcor in Q1 2025 and held it in 4 quarters.
Advisor OS's Emcor position peaked at $382K in Q4 2025.
1,161 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.