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Cordatus Wealth Management’s Emcor EME Stock Holding History

Cordatus Wealth 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
Q1 		– Sell
-707
Closed -$432K – 171
2025
Q4 		$432K Buy
707
+1
+0.1% +$648 0.1% 127
2025
Q3 		$459K Sell
706
-1
-0.1% -$607 0.11% 123
2025
Q2 		$378K Buy
707
+4
+0.6% +$1.76K 0.09% 128
2025
Q1 		$260K Buy
+703
New +$304K 0.07% 138

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

Cordatus Wealth Management's EME Position: Q1 2026 in Review

Cordatus Wealth Management sold out of Emcor (EME) in Q1 2026, closing a stake of 707 shares — an estimated $432K sold.

Cordatus Wealth Management first reported a position in EME in Q1 2025 and held it in 4 quarters. The position peaked at $459K in Q3 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Cordatus Wealth Management reported no remaining Emcor position as of Q1 2026 after selling out during the quarter.
  • Cordatus Wealth Management sold 707 Emcor shares in Q1 2026, an estimated $432K.
  • Cordatus Wealth Management first reported a position in Emcor in Q1 2025 and held it in 4 quarters.
  • Cordatus Wealth Management's Emcor position peaked at $459K in Q3 2025.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.