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Concurrent Investment Advisors’s Emcor EME Stock Holding History

Concurrent Investment 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 		$11M Sell
14,896
-423
-3% -$308K 0.12% 184
2025
Q4 		$9.37M Buy
15,319
+1,353
+10% +$876K 0.11% 201
2025
Q3 		$9.07M Buy
13,966
+145
+1% +$88K 0.16% 133
2025
Q2 		$7.39M Sell
13,821
-412
-3% -$182K 0.14% 150
2025
Q1 		$5.26M Buy
14,233
+545
+4% +$236K 0.13% 176
2024
Q4 		$6.21M Sell
13,688
-9
-0.1% -$4.26K 0.17% 127
2024
Q3 		$5.9M Buy
13,697
+261
+2% +$98.5K 0.17% 126
2024
Q2 		$4.91M Sell
13,436
-498
-4% -$184K 0.16% 139
2024
Q1 		$4.88M Buy
13,934
+1,629
+13% +$437K 0.2% 119
2023
Q4 		$2.65M Buy
+12,305
New +$2.58M 0.13% 180

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

Concurrent Investment Advisors's EME Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Emcor (EME) stake by 2.8% in Q1 2026, selling an estimated $308K and leaving 14,896 shares worth $11M. The position accounts for 0.12% of the portfolio, ranked #184.

Concurrent Investment Advisors first reported a position in EME in Q4 2023 and has held it in 10 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Concurrent Investment Advisors held 14,896 shares of Emcor worth $11M as of Q1 2026.
  • Concurrent Investment Advisors sold 423 Emcor shares in Q1 2026, an estimated $308K.
  • Emcor made up 0.12% of Concurrent Investment Advisors's portfolio in Q1 2026, its #184 holding.
  • Concurrent Investment Advisors first reported a position in Emcor in Q4 2023 and has held it in 10 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.