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Callan Family Office’s Emcor EME Stock Holding History

Callan Family Office’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
Q1 		$8.56M Sell
11,591
-1,067
-8% -$777K 0.19% 104
2025
Q4 		$7.74M Sell
12,658
-270
-2% -$175K 0.17% 117
2025
Q3 		$8.4M Sell
12,928
-1,288
-9% -$781K 0.27% 76
2025
Q2 		$7.6M Buy
14,216
+12,903
+983% +$5.69M 0.24% 91
2025
Q1 		$485K Sell
1,313
-2,066
-61% -$894K 0.04% 328
2024
Q4 		$1.53M Buy
3,379
+2,113
+167% +$1,000K 0.1% 180
2024
Q3 		$545K Buy
1,266
+184
+17% +$69.4K 0.09% 100
2024
Q2 		$395K Buy
+1,082
New +$399K 0.08% 105

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Callan Family Office's EME Position: Q1 2026 in Review

Callan Family Office reduced its Emcor (EME) stake by 8.4% in Q1 2026, selling an estimated $777K and leaving 11,591 shares worth $8.56M. The position accounts for 0.19% of the portfolio, ranked #104.

Callan Family Office first reported a position in EME in Q2 2024 and has held it in 8 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Callan Family Office held 11,591 shares of Emcor worth $8.56M as of Q1 2026.
  • Callan Family Office sold 1,067 Emcor shares in Q1 2026, an estimated $777K.
  • Emcor made up 0.19% of Callan Family Office's portfolio in Q1 2026, its #104 holding.
  • Callan Family Office first reported a position in Emcor in Q2 2024 and has held it in 8 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.