Barlow Wealth Partners’s Emcor EME Stock Holding History

Barlow Wealth 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 Q3	$26.6M	Buy	32,280 +214	+0.7%	+$165K	2.74%	15
2026 Q2	$24.7M	Sell	32,066 -4,454	-12%	-$3.77M	2.66%	19
2026 Q1	$29.4M	Sell	36,520 -2,998	-8%	-$2.18M	3.27%	12
2025 Q4	$25.5M	Buy	39,518 +451	+1%	+$292K	2.76%	15
2025 Q3	$25.9M	Buy	39,067 +874	+2%	+$530K	2.88%	11
2025 Q2	$20.7M	Buy	38,193 +450	+1%	+$199K	2.48%	17
2025 Q1	$15.5M	Buy	37,743 +7,384	+24%	+$3.19M	2.03%	23
2024 Q4	$15.2M	Buy	30,359 +1,751	+6%	+$828K	1.93%	26
2024 Q3	$12.6M	Buy	+28,608	New	+$10.8M	1.65%	31

Other funds holding EME

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Barlow Wealth Partners's EME Position: Q3 2026 in Review

Barlow Wealth Partners increased its Emcor (EME) stake by 0.67% in Q3 2026, buying an estimated $165K and bringing the position to 32,280 shares worth $26.6M. The position accounts for 2.74% of the portfolio, ranked #15.

Barlow Wealth Partners first reported a position in EME in Q3 2024 and has held it in 9 quarters since. The position peaked at $29.4M in Q1 2026. 612 funds tracked by Wall St. Rank hold EME as of Q3 2026.

Barlow Wealth Partners held 32,280 shares of Emcor worth $26.6M as of Q3 2026.
Barlow Wealth Partners bought 214 Emcor shares in Q3 2026, an estimated $165K.
Emcor made up 2.74% of Barlow Wealth Partners's portfolio in Q3 2026, its #15 holding.
Barlow Wealth Partners first reported a position in Emcor in Q3 2024 and has held it in 9 quarters since.
Barlow Wealth Partners's Emcor position peaked at $29.4M in Q1 2026.
612 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.