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Crestwood Advisors Group’s Emcor EME Stock Holding History

Crestwood Advisors Group’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 		$603K Buy
727
+42
+6% +$35.5K 0.01% 432
2026
Q1 		$506K Buy
685
+300
+78% +$218K 0.01% 419
2025
Q4 		$236K Buy
385
+44
+13% +$28.5K ﹤0.01% 608
2025
Q3 		$221K Buy
+341
New +$207K ﹤0.01% 533
2025
Q1 		– Sell
-1,830
Closed -$831K – 506
2024
Q4 		$831K Buy
+1,830
New +$866K 0.02% 255

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Crestwood Advisors Group's EME Position: Q2 2026 in Review

Crestwood Advisors Group increased its Emcor (EME) stake by 6.1% in Q2 2026, buying an estimated $35.5K and bringing the position to 727 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #432.

Crestwood Advisors Group first reported a position in EME in Q4 2024 and has held it in 5 quarters since. The position peaked at $831K in Q4 2024. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Crestwood Advisors Group held 727 shares of Emcor worth $603K as of Q2 2026.
  • Crestwood Advisors Group bought 42 Emcor shares in Q2 2026, an estimated $35.5K.
  • Emcor made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #432 holding.
  • Crestwood Advisors Group first reported a position in Emcor in Q4 2024 and has held it in 5 quarters since.
  • Crestwood Advisors Group's Emcor position peaked at $831K in Q4 2024.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.