Cresset Asset Management’s Emcor EME Stock Holding History

Cresset Asset 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 Q2	$863K	Sell	1,039 -4,223	-80%	-$3.57M	﹤0.01%	966
2026 Q1	$3.89M	Sell	5,262 -623	-11%	-$453K	0.02%	421
2025 Q4	$3.6M	Buy	5,885 +762	+15%	+$493K	0.02%	433
2025 Q3	$3.33M	Buy	5,123 +241	+5%	+$146K	0.01%	426
2025 Q2	$2.61M	Buy	4,882 +3,988	+446%	+$1.76M	0.01%	443
2025 Q1	$330K	Buy	894 +98	+12%	+$42.4K	﹤0.01%	1261
2024 Q4	$361K	Sell	796 -697	-47%	-$330K	﹤0.01%	1250
2024 Q3	$643K	Buy	1,493 +215	+17%	+$81.1K	﹤0.01%	1390
2024 Q2	$467K	Sell	1,278 -38	-3%	-$14K	﹤0.01%	1478
2024 Q1	$461K	Buy	1,316 +200	+18%	+$53.7K	﹤0.01%	1371
2023 Q4	$240K	Sell	1,116 -46	-4%	-$9.65K	﹤0.01%	1600
2023 Q3	$244K	Buy	+1,162	New	+$243K	﹤0.01%	1534

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cresset Asset Management's EME Position: Q2 2026 in Review

Cresset Asset Management reduced its Emcor (EME) stake by 80% in Q2 2026, selling an estimated $3.57M and leaving 1,039 shares worth $863K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Cresset Asset Management first reported a position in EME in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.89M in Q1 2026. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Cresset Asset Management held 1,039 shares of Emcor worth $863K as of Q2 2026.
Cresset Asset Management sold 4,223 Emcor shares in Q2 2026, an estimated $3.57M.
Emcor made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #966 holding.
Cresset Asset Management first reported a position in Emcor in Q3 2023 and has held it in 12 quarters since.
Cresset Asset Management's Emcor position peaked at $3.89M in Q1 2026.
1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.