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Ascent Group’s Emcor EME Stock Holding History

Ascent Group’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 		$744K Sell
1,008
-74
-7% -$53.9K 0.03% 424
2025
Q4 		$662K Sell
1,082
-34
-3% -$22K 0.02% 438
2025
Q3 		$725K Buy
1,116
+353
+46% +$214K 0.03% 420
2025
Q2 		$408K Sell
763
-140
-16% -$61.8K 0.02% 510
2025
Q1 		$334K Sell
903
-30
-3% -$13K 0.01% 536
2024
Q4 		$423K Sell
933
-2
-0.2% -$946 0.03% 401
2024
Q3 		$403K Sell
935
-133
-12% -$50.2K 0.03% 401
2024
Q2 		$390K Buy
1,068
+323
+43% +$119K 0.03% 389
2024
Q1 		$261K Buy
+745
New +$200K 0.02% 453

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

Ascent Group's EME Position: Q1 2026 in Review

Ascent Group reduced its Emcor (EME) stake by 6.8% in Q1 2026, selling an estimated $53.9K and leaving 1,008 shares worth $744K. The position accounts for 0.03% of the portfolio, ranked #424.

Ascent Group first reported a position in EME in Q1 2024 and has held it in 9 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Ascent Group held 1,008 shares of Emcor worth $744K as of Q1 2026.
  • Ascent Group sold 74 Emcor shares in Q1 2026, an estimated $53.9K.
  • Emcor made up 0.03% of Ascent Group's portfolio in Q1 2026, its #424 holding.
  • Ascent Group first reported a position in Emcor in Q1 2024 and has held it in 9 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.