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Diversify Advisory Services’s Emcor EME Stock Holding History

Diversify Advisory Services’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 		– Sell
-544
Closed -$380K – 406
2025
Q4 		$380K Sell
544
-81
-13% -$52.5K 0.01% 693
2025
Q3 		$421K Buy
625
+105
+20% +$63.7K 0.01% 619
2025
Q2 		$329K Buy
+520
New +$229K 0.01% 661

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

Diversify Advisory Services's EME Position: Q1 2026 in Review

Diversify Advisory Services sold out of Emcor (EME) in Q1 2026, closing a stake of 544 shares — an estimated $380K sold.

Diversify Advisory Services first reported a position in EME in Q2 2025 and held it in 3 quarters. The position peaked at $421K in Q3 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Diversify Advisory Services reported no remaining Emcor position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 544 Emcor shares in Q1 2026, an estimated $380K.
  • Diversify Advisory Services first reported a position in Emcor in Q2 2025 and held it in 3 quarters.
  • Diversify Advisory Services's Emcor position peaked at $421K in Q3 2025.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.