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Coastal Bridge Advisors’s Emcor EME Stock Holding History

Coastal Bridge Advisors’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 		$375K Sell
508
-32
-6% -$23.3K 0.03% 350
2025
Q4 		$330K Sell
540
-89
-14% -$57.6K 0.02% 353
2025
Q3 		$409K Sell
629
-115
-15% -$69.8K 0.03% 327
2025
Q2 		$398K Buy
744
+68
+10% +$30K 0.03% 317
2025
Q1 		$250K Buy
+676
New +$292K 0.06% 218

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

Coastal Bridge Advisors's EME Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Emcor (EME) stake by 5.9% in Q1 2026, selling an estimated $23.3K and leaving 508 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #350.

Coastal Bridge Advisors first reported a position in EME in Q1 2025 and has held it in 5 quarters since. The position peaked at $409K in Q3 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Coastal Bridge Advisors held 508 shares of Emcor worth $375K as of Q1 2026.
  • Coastal Bridge Advisors sold 32 Emcor shares in Q1 2026, an estimated $23.3K.
  • Emcor made up 0.03% of Coastal Bridge Advisors's portfolio in Q1 2026, its #350 holding.
  • Coastal Bridge Advisors first reported a position in Emcor in Q1 2025 and has held it in 5 quarters since.
  • Coastal Bridge Advisors's Emcor position peaked at $409K in Q3 2025.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.