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Diversified Trust’s Emcor EME Stock Holding History

Diversified Trust’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 		$723K Buy
871
+284
+48% +$240K 0.01% 624
2026
Q1 		$433K Sell
587
-1,895
-76% -$1.38M 0.01% 733
2025
Q4 		$1.52M Sell
2,482
-2
-0.1% -$1.29K 0.03% 321
2025
Q3 		$1.61M Sell
2,484
-934
-27% -$567K 0.03% 300
2025
Q2 		$1.83M Buy
3,418
+7
+0.2% +$3.09K 0.04% 252
2025
Q1 		$1.26M Sell
3,411
-116
-3% -$50.2K 0.03% 301
2024
Q4 		$1.6M Buy
3,527
+1,118
+46% +$529K 0.04% 271
2024
Q3 		$1.04M Sell
2,409
-2,170
-47% -$819K 0.03% 372
2024
Q2 		$1.67M Sell
4,579
-1,704
-27% -$629K 0.05% 234
2024
Q1 		$2.2M Buy
6,283
+1,343
+27% +$361K 0.07% 175
2023
Q4 		$1.06M Sell
4,940
-1,615
-25% -$339K 0.04% 277
2023
Q3 		$1.38M Sell
6,555
-572
-8% -$120K 0.05% 200
2023
Q2 		$1.32M Sell
7,127
-4,189
-37% -$701K 0.05% 209
2023
Q1 		$1.84M Sell
11,316
-952
-8% -$146K 0.07% 157
2022
Q4 		$1.82M Sell
12,268
-1,574
-11% -$223K 0.08% 142
2022
Q3 		$1.6M Sell
13,842
-644
-4% -$73.6K 0.07% 136
2022
Q2 		$1.49M Buy
14,486
+5,518
+62% +$590K 0.06% 154
2022
Q1 		$1.01M Buy
8,968
+1,407
+19% +$166K 0.04% 251
2021
Q4 		$963K Buy
+7,561
New +$936K 0.03% 268
2021
Q2 		– Sell
-2,855
Closed -$320K – 819
2021
Q1 		$320K Buy
2,855
+289
+11% +$29K 0.01% 516
2020
Q4 		$235K Buy
+2,566
New +$206K 0.01% 601
2020
Q3 		– Sell
-4,045
Closed -$268K – 669
2020
Q2 		$268K Buy
+4,045
New +$253K 0.01% 425

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
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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Diversified Trust's EME Position: Q2 2026 in Review

Diversified Trust increased its Emcor (EME) stake by 48% in Q2 2026, buying an estimated $240K and bringing the position to 871 shares worth $723K. The position accounts for 0.01% of the portfolio, ranked #624.

Diversified Trust first reported a position in EME in Q2 2020 and has held it in 22 quarters since. The position peaked at $2.2M in Q1 2024. 159 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Diversified Trust held 871 shares of Emcor worth $723K as of Q2 2026.
  • Diversified Trust bought 284 Emcor shares in Q2 2026, an estimated $240K.
  • Emcor made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #624 holding.
  • Diversified Trust first reported a position in Emcor in Q2 2020 and has held it in 22 quarters since.
  • Diversified Trust's Emcor position peaked at $2.2M in Q1 2024.
  • 159 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.