Compass Financial Management
EME icon

Compass Financial Management’s Emcor EME Stock Holding History

Compass Financial 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 		$464K Buy
615
+63
+11% +$48.6K 0.05% 302
2026
Q2 		$453K Buy
+552
New +$467K 0.05% 289

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

Compass Financial Management's EME Position: Q3 2026 in Review

Compass Financial Management increased its Emcor (EME) stake by 11% in Q3 2026, buying an estimated $48.6K and bringing the position to 615 shares worth $464K. The position accounts for 0.05% of the portfolio, ranked #302.

Compass Financial Management first reported a position in EME in Q2 2026 and has held it in 2 quarters since. 1,024 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • Compass Financial Management held 615 shares of Emcor worth $464K as of Q3 2026.
  • Compass Financial Management bought 63 Emcor shares in Q3 2026, an estimated $48.6K.
  • Emcor made up 0.05% of Compass Financial Management's portfolio in Q3 2026, its #302 holding.
  • Compass Financial Management first reported a position in Emcor in Q2 2026 and has held it in 2 quarters since.
  • 1,024 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.