CWP
EME icon

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
2024
Q2 		– Sell
-4,278
Closed -$1.5M – 176
2024
Q1 		$1.5M Buy
+4,278
New +$1.15M 0.22% 27

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
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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

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. 343 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.
  • 343 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.