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AssuredPartners Investment Advisors’s Emcor EME Stock Holding History

AssuredPartners Investment Advisors’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 		$1.29M Sell
1,700
-530
-24% -$386K 0.14% 158
2025
Q4 		$1.36M Sell
2,230
-10
-0.4% -$6.47K 0.2% 114
2025
Q3 		$1.46M Buy
2,240
+35
+2% +$21.2K 0.32% 60
2025
Q2 		$1.18M Buy
2,205
+53
+2% +$23.4K 0.29% 66
2025
Q1 		$795K Buy
2,152
+1,101
+105% +$476K 0.15% 144
2024
Q4 		$477K Buy
+1,051
New +$497K 0.09% 203

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

AssuredPartners Investment Advisors's EME Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Emcor (EME) stake by 24% in Q1 2026, selling an estimated $386K and leaving 1,700 shares worth $1.29M. The position accounts for 0.14% of the portfolio, ranked #158.

AssuredPartners Investment Advisors first reported a position in EME in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.46M in Q3 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • AssuredPartners Investment Advisors held 1,700 shares of Emcor worth $1.29M as of Q1 2026.
  • AssuredPartners Investment Advisors sold 530 Emcor shares in Q1 2026, an estimated $386K.
  • Emcor made up 0.14% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #158 holding.
  • AssuredPartners Investment Advisors first reported a position in Emcor in Q4 2024 and has held it in 6 quarters since.
  • AssuredPartners Investment Advisors's Emcor position peaked at $1.46M in Q3 2025.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.