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Atwood & Palmer’s Emcor EME Stock Holding History

Atwood & Palmer’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
Q3 		$48.3K Buy
64
+45
+237% +$34.7K ﹤0.01% 266
2026
Q2 		$15.8K Hold
19
– – ﹤0.01% 346
2026
Q1 		$14K Hold
19
– – ﹤0.01% 355
2025
Q4 		$11.6K Sell
19
-6
-24% -$3.88K ﹤0.01% 365
2025
Q3 		$16.2K Hold
25
– – ﹤0.01% 348
2025
Q2 		$13.4K Hold
25
– – ﹤0.01% 359
2025
Q1 		$9.24K Buy
+25
New +$10.8K ﹤0.01% 337

Other funds holding EME

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Atwood & Palmer's EME Position: Q3 2026 in Review

Atwood & Palmer increased its Emcor (EME) stake by 237% in Q3 2026, buying an estimated $34.7K and bringing the position to 64 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Atwood & Palmer first reported a position in EME in Q1 2025 and has held it in 7 quarters since. 30 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • Atwood & Palmer held 64 shares of Emcor worth $48.3K as of Q3 2026.
  • Atwood & Palmer bought 45 Emcor shares in Q3 2026, an estimated $34.7K.
  • Emcor made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #266 holding.
  • Atwood & Palmer first reported a position in Emcor in Q1 2025 and has held it in 7 quarters since.
  • 30 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.