DBRC
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D.B. Root & Company’s Emcor EME Stock Holding History

D.B. Root & Company’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
Q1 		$1.02M Sell
1,384
-163
-11% -$119K 0.24% 63
2025
Q4 		$946K Sell
1,547
-390
-20% -$253K 0.23% 64
2025
Q3 		$1.26M Sell
1,937
-513
-21% -$311K 0.32% 47
2025
Q2 		$1.31M Sell
2,450
-59
-2% -$26K 0.39% 45
2025
Q1 		$927K Buy
2,509
+148
+6% +$64K 0.3% 59
2024
Q4 		$1.07M Sell
2,361
-144
-6% -$68.1K 0.34% 51
2024
Q3 		$1.08M Sell
2,505
-731
-23% -$276K 0.36% 52
2024
Q2 		$1.18M Sell
3,236
-1,503
-32% -$554K 0.4% 45
2024
Q1 		$1.66M Sell
4,739
-853
-15% -$229K 0.56% 39
2023
Q4 		$1.2M Buy
5,592
+90
+2% +$18.9K 0.44% 63
2023
Q3 		$1.16M Sell
5,502
-305
-5% -$63.8K 0.45% 59
2023
Q2 		$1.07M Sell
5,807
-13
-0.2% -$2.17K 0.41% 72
2023
Q1 		$946K Buy
5,820
+100
+2% +$15.4K 0.37% 74
2022
Q4 		$847K Sell
5,720
-2,865
-33% -$407K 0.36% 77
2022
Q3 		$991K Sell
8,585
-150
-2% -$17.1K 0.45% 58
2022
Q2 		$899K Buy
8,735
+876
+11% +$93.7K 0.39% 68
2022
Q1 		$885K Buy
7,859
+131
+2% +$15.4K 0.33% 76
2021
Q4 		$984K Buy
7,728
+152
+2% +$18.8K 0.35% 70
2021
Q3 		$874K Buy
7,576
+812
+12% +$97.3K 0.34% 78
2021
Q2 		$833K Buy
6,764
+500
+8% +$61K 0.31% 88
2021
Q1 		$702K Buy
6,264
+2,653
+73% +$266K 0.28% 97
2020
Q4 		$330K Buy
+3,611
New +$290K 0.13% 170

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

D.B. Root & Company's EME Position: Q1 2026 in Review

D.B. Root & Company reduced its Emcor (EME) stake by 11% in Q1 2026, selling an estimated $119K and leaving 1,384 shares worth $1.02M. The position accounts for 0.24% of the portfolio, ranked #63.

D.B. Root & Company first reported a position in EME in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.66M in Q1 2024. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • D.B. Root & Company held 1,384 shares of Emcor worth $1.02M as of Q1 2026.
  • D.B. Root & Company sold 163 Emcor shares in Q1 2026, an estimated $119K.
  • Emcor made up 0.24% of D.B. Root & Company's portfolio in Q1 2026, its #63 holding.
  • D.B. Root & Company first reported a position in Emcor in Q4 2020 and has held it in 22 quarters since.
  • D.B. Root & Company's Emcor position peaked at $1.66M in Q1 2024.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.