Belpointe Asset Management
EME icon

Belpointe Asset Management’s Emcor EME Stock Holding History

Belpointe Asset Management’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 		$492K Sell
652
-19
-3% -$14.6K 0.01% 751
2026
Q2 		$557K Sell
671
-73
-10% -$61.8K 0.02% 689
2026
Q1 		$549K Sell
744
-100
-12% -$72.8K 0.02% 659
2025
Q4 		$516K Sell
844
-333
-28% -$216K 0.02% 643
2025
Q3 		$765K Buy
1,177
+395
+51% +$240K 0.03% 495
2025
Q2 		$418K Buy
782
+32
+4% +$14.1K 0.02% 640
2025
Q1 		$277K Buy
+750
New +$324K 0.01% 753
2023
Q2 		– Sell
-844
Closed -$137K – 1365
2023
Q1 		$137K Sell
844
-744
-47% -$114K 0.01% 1130
2022
Q4 		$235K Buy
+1,588
New +$225K 0.01% 822

Other funds holding EME

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

Belpointe Asset Management's EME Position: Q3 2026 in Review

Belpointe Asset Management reduced its Emcor (EME) stake by 2.8% in Q3 2026, selling an estimated $14.6K and leaving 652 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #751.

Belpointe Asset Management first reported a position in EME in Q4 2022 and has held it in 9 quarters since. The position peaked at $765K in Q3 2025. 1,024 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • Belpointe Asset Management held 652 shares of Emcor worth $492K as of Q3 2026.
  • Belpointe Asset Management sold 19 Emcor shares in Q3 2026, an estimated $14.6K.
  • Emcor made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #751 holding.
  • Belpointe Asset Management first reported a position in Emcor in Q4 2022 and has held it in 9 quarters since.
  • Belpointe Asset Management's Emcor position peaked at $765K in Q3 2025.
  • 1,024 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.