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Atria Investments’s Emcor EME Stock Holding History

Atria Investments’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 		$6.62M Buy
8,966
+344
+4% +$250K 0.07% 291
2025
Q4 		$5.27M Buy
8,622
+1,008
+13% +$653K 0.06% 361
2025
Q3 		$4.95M Sell
7,614
-1,684
-18% -$1.02M 0.06% 395
2025
Q2 		$4.97M Sell
9,298
-25
-0.3% -$11K 0.06% 385
2025
Q1 		$3.45M Buy
9,323
+1,009
+12% +$436K 0.04% 490
2024
Q4 		$3.77M Sell
8,314
-4,945
-37% -$2.34M 0.05% 444
2024
Q3 		$5.71M Buy
13,259
+951
+8% +$359K 0.07% 317
2024
Q2 		$4.49M Buy
12,308
+5,743
+87% +$2.12M 0.06% 366
2024
Q1 		$2.3M Buy
6,565
+1,441
+28% +$387K 0.03% 597
2023
Q4 		$1.1M Buy
5,124
+223
+5% +$46.8K 0.02% 852
2023
Q3 		$1.03M Buy
+4,901
New +$1.03M 0.02% 830
2023
Q2 		– Sell
-6,312
Closed -$1.03M – 840
2023
Q1 		$1.03M Sell
6,312
-1,279
-17% -$197K 0.02% 797
2022
Q4 		$1.12M Buy
+7,591
New +$1.08M 0.02% 720
2020
Q1 		– Sell
-2,588
Closed -$223K – 719
2019
Q4 		$223K Buy
+2,588
New +$228K 0.01% 1105

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

Atria Investments's EME Position: Q1 2026 in Review

Atria Investments increased its Emcor (EME) stake by 4% in Q1 2026, buying an estimated $250K and bringing the position to 8,966 shares worth $6.62M. The position accounts for 0.07% of the portfolio, ranked #291.

Atria Investments first reported a position in EME in Q4 2019 and has held it in 14 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Atria Investments held 8,966 shares of Emcor worth $6.62M as of Q1 2026.
  • Atria Investments bought 344 Emcor shares in Q1 2026, an estimated $250K.
  • Emcor made up 0.07% of Atria Investments's portfolio in Q1 2026, its #291 holding.
  • Atria Investments first reported a position in Emcor in Q4 2019 and has held it in 14 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.