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Ariadne Wealth Management’s Emcor EME Stock Holding History

Ariadne 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
Q1 		$337K Sell
456
-64
-12% -$46.6K 0.15% 154
2025
Q4 		$407K Buy
520
+138
+36% +$89.4K 0.17% 132
2025
Q3 		$236K Sell
382
-1
-0.3% -$607 0.11% 206
2025
Q2 		$236K Buy
+383
New +$169K 0.11% 182

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ariadne Wealth Management's EME Position: Q1 2026 in Review

Ariadne Wealth Management reduced its Emcor (EME) stake by 12% in Q1 2026, selling an estimated $46.6K and leaving 456 shares worth $337K. The position accounts for 0.15% of the portfolio, ranked #154.

Ariadne Wealth Management first reported a position in EME in Q2 2025 and has held it in 4 quarters since. The position peaked at $407K in Q4 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Ariadne Wealth Management held 456 shares of Emcor worth $337K as of Q1 2026.
  • Ariadne Wealth Management sold 64 Emcor shares in Q1 2026, an estimated $46.6K.
  • Emcor made up 0.15% of Ariadne Wealth Management's portfolio in Q1 2026, its #154 holding.
  • Ariadne Wealth Management first reported a position in Emcor in Q2 2025 and has held it in 4 quarters since.
  • Ariadne Wealth Management's Emcor position peaked at $407K in Q4 2025.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.