Corient Private Wealth
EME icon

Corient Private Wealth’s Emcor EME Stock Holding History

Corient Private Wealth’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 		$12.3M Sell
16,719
-12,857
-43% -$9.36M 0.02% 548
2025
Q4 		$18.1M Buy
29,576
+16,339
+123% +$10.6M 0.01% 589
2025
Q3 		$8.6M Buy
13,237
+29
+0.2% +$17.6K 0.01% 551
2025
Q2 		$7.06M Buy
13,208
+682
+5% +$301K 0.01% 607
2025
Q1 		$4.63M Sell
12,526
-836
-6% -$362K 0.01% 705
2024
Q4 		$6.06M Sell
13,362
-462
-3% -$219K 0.01% 647
2024
Q3 		$5.95M Buy
13,824
+1,354
+11% +$511K 0.01% 703
2024
Q2 		$4.55M Buy
12,470
+2,212
+22% +$816K 0.01% 732
2024
Q1 		$3.59M Sell
10,258
-253
-2% -$67.9K 0.01% 802
2023
Q4 		$2.26M Buy
10,511
+8,598
+449% +$1.8M ﹤0.01% 945
2023
Q3 		$402K Buy
+1,913
New +$400K ﹤0.01% 1607

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

Corient Private Wealth's EME Position: Q1 2026 in Review

Corient Private Wealth reduced its Emcor (EME) stake by 43% in Q1 2026, selling an estimated $9.36M and leaving 16,719 shares worth $12.3M. The position accounts for 0.02% of the portfolio, ranked #548.

Corient Private Wealth first reported a position in EME in Q3 2023 and has held it in 11 quarters since. The position peaked at $18.1M in Q4 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Corient Private Wealth held 16,719 shares of Emcor worth $12.3M as of Q1 2026.
  • Corient Private Wealth sold 12,857 Emcor shares in Q1 2026, an estimated $9.36M.
  • Emcor made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #548 holding.
  • Corient Private Wealth first reported a position in Emcor in Q3 2023 and has held it in 11 quarters since.
  • Corient Private Wealth's Emcor position peaked at $18.1M in Q4 2025.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.