Cumberland Partners’s Emcor EME Stock Holding History

Cumberland Partners’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	$2.71M	Buy	3,263 +13	+0.4%	+$11K	0.18%	79
2026 Q1	$2.4M	Sell	3,250 -3,050	-48%	-$2.22M	0.18%	81
2025 Q4	$3.85M	Buy	6,300 +2,800	+80%	+$1.81M	0.24%	84
2025 Q3	$2.27M	Buy	3,500 +750	+27%	+$455K	0.15%	97
2025 Q2	$1.47M	Buy	+2,750	New	+$1.21M	0.1%	114
2025 Q1	–	Sell	-2,500	Closed	-$1.13M	–	178
2024 Q4	$1.13M	Sell	2,500 -1,500	-38%	-$710K	0.08%	127
2024 Q3	$1.72M	Buy	4,000 +1,500	+60%	+$566K	0.12%	104
2024 Q2	$913K	Sell	2,500 -1,500	-38%	-$553K	0.07%	136
2024 Q1	$1.4M	Sell	4,000 -250	-6%	-$67.1K	0.1%	106
2023 Q4	$916K	Sell	4,250 -950	-18%	-$199K	0.08%	127
2023 Q3	$1.09M	Sell	5,200 -800	-13%	-$167K	0.11%	112
2023 Q2	$1.11M	Buy	6,000 +500	+9%	+$83.6K	0.1%	117
2023 Q1	$894K	Buy	+5,500	New	+$846K	0.09%	111

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

Cumberland Partners's EME Position: Q2 2026 in Review

Cumberland Partners increased its Emcor (EME) stake by 0.4% in Q2 2026, buying an estimated $11K and bringing the position to 3,263 shares worth $2.71M. The position accounts for 0.18% of the portfolio, ranked #79.

Cumberland Partners first reported a position in EME in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.85M in Q4 2025. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Cumberland Partners held 3,263 shares of Emcor worth $2.71M as of Q2 2026.
Cumberland Partners bought 13 Emcor shares in Q2 2026, an estimated $11K.
Emcor made up 0.18% of Cumberland Partners's portfolio in Q2 2026, its #79 holding.
Cumberland Partners first reported a position in Emcor in Q1 2023 and has held it in 13 quarters since.
Cumberland Partners's Emcor position peaked at $3.85M in Q4 2025.
1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.