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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Barlow Wealth Partners's EME Position: Q2 2026 in Review

Barlow Wealth Partners reduced its Emcor (EME) stake by 12% in Q2 2026, selling an estimated $3.77M and leaving 32,066 shares worth $24.7M. The position accounts for 2.66% of the portfolio, ranked #19.

Barlow Wealth Partners first reported a position in EME in Q3 2024 and has held it in 8 quarters since. The position peaked at $29.4M in Q1 2026. 1,249 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Barlow Wealth Partners held 32,066 shares of Emcor worth $24.7M as of Q2 2026.
  • Barlow Wealth Partners sold 4,454 Emcor shares in Q2 2026, an estimated $3.77M.
  • Emcor made up 2.66% of Barlow Wealth Partners's portfolio in Q2 2026, its #19 holding.
  • Barlow Wealth Partners first reported a position in Emcor in Q3 2024 and has held it in 8 quarters since.
  • Barlow Wealth Partners's Emcor position peaked at $29.4M in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.