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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 		$705K Sell
850
-54
-6% -$45.7K 0.08% 83
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

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 $3.38T AUM 44.17% 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

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

Curated Wealth Partners reduced its Emcor (EME) stake by 6% in Q2 2026, selling an estimated $45.7K and leaving 850 shares worth $705K. The position accounts for 0.08% of the portfolio, ranked #83.

Curated Wealth Partners first reported a position in EME in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.32M in Q3 2024. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Curated Wealth Partners held 850 shares of Emcor worth $705K as of Q2 2026.
  • Curated Wealth Partners sold 54 Emcor shares in Q2 2026, an estimated $45.7K.
  • Emcor made up 0.08% of Curated Wealth Partners's portfolio in Q2 2026, its #83 holding.
  • Curated Wealth Partners first reported a position in Emcor in Q4 2020 and has held it in 22 quarters since.
  • Curated Wealth Partners's Emcor position peaked at $1.32M in Q3 2024.
  • 1,251 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.