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Ballentine Partners’s Emcor EME Stock Holding History

Ballentine Partners’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
Q2 		$456K Buy
549
+44
+9% +$37.2K 0.01% 602
2026
Q1 		$373K Buy
505
+3
+0.6% +$2.18K 0.01% 634
2025
Q4 		$307K Sell
502
-66
-12% -$42.7K ﹤0.01% 715
2025
Q3 		$369K Buy
568
+26
+5% +$15.8K 0.01% 616
2025
Q2 		$290K Buy
+542
New +$239K ﹤0.01% 702

Other funds holding EME

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ballentine Partners's EME Position: Q2 2026 in Review

Ballentine Partners increased its Emcor (EME) stake by 8.7% in Q2 2026, buying an estimated $37.2K and bringing the position to 549 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #602.

Ballentine Partners first reported a position in EME in Q2 2025 and has held it in 5 quarters since. 213 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Ballentine Partners held 549 shares of Emcor worth $456K as of Q2 2026.
  • Ballentine Partners bought 44 Emcor shares in Q2 2026, an estimated $37.2K.
  • Emcor made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #602 holding.
  • Ballentine Partners first reported a position in Emcor in Q2 2025 and has held it in 5 quarters since.
  • 213 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.