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Curated Wealth Partners’s Emcor EME Stock Holding History

Curated Wealth 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 		– Sell
-904
Closed -$667K – 850
2026
Q1 		$667K Buy
904
+18
+2% +$13.1K 0.08% 97
2025
Q4 		$542K Buy
886
+219
+33% +$142K 0.06% 113
2025
Q3 		$433K Sell
667
-593
-47% -$360K 0.05% 101
2025
Q2 		$674K Sell
1,260
-162
-11% -$71.5K 0.08% 75
2025
Q1 		$526K Hold
1,422
– – 0.07% 86
2024
Q4 		$645K Sell
1,422
-1,636
-53% -$774K 0.07% 74
2024
Q3 		$1.32M Sell
3,058
-7
-0.2% -$2.64K 0.17% 38
2024
Q2 		$1.12M Buy
+3,065
New +$1.13M 0.16% 40
2024
Q1 		– Sell
-5,173
Closed -$1.39M – 180
2023
Q4 		$1.11M Sell
5,173
-39
-0.7% -$8.18K 0.18% 37
2023
Q3 		$1.1M Sell
5,212
-79
-1% -$16.5K 0.2% 29
2023
Q2 		$978K Hold
5,291
– – 0.19% 36
2023
Q1 		$860K Hold
5,291
– – 0.19% 43
2022
Q4 		$784K Hold
5,291
– – 0.19% 42
2022
Q3 		$611K Sell
5,291
-84
-2% -$9.6K 0.18% 49
2022
Q2 		$553K Sell
5,375
-322
-6% -$34.4K 0.16% 54
2022
Q1 		$726K Hold
5,697
– – 0.25% 50
2021
Q4 		$726K Hold
5,697
– – 0.23% 52
2021
Q3 		$657K Hold
5,697
– – 0.37% 50
2021
Q2 		$702K Buy
5,697
+52
+0.9% +$6.34K 0.38% 47
2021
Q1 		$633K Buy
5,645
+403
+8% +$40.4K 0.39% 47
2020
Q4 		$479K Buy
+5,242
New +$421K 0.31% 64

Other funds holding EME

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Curated Wealth Partners's EME Position: Q2 2026 in Review

Curated Wealth Partners sold out of Emcor (EME) in Q2 2026, closing a stake of 904 shares — an estimated $667K sold.

Curated Wealth Partners first reported a position in EME in Q4 2020 and held it in 21 quarters. The position peaked at $1.32M in Q3 2024. 362 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Curated Wealth Partners reported no remaining Emcor position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 904 Emcor shares in Q2 2026, an estimated $667K.
  • Curated Wealth Partners first reported a position in Emcor in Q4 2020 and held it in 21 quarters.
  • Curated Wealth Partners's Emcor position peaked at $1.32M in Q3 2024.
  • 362 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.