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 Q3	$986K	Buy	1,346 +316	+31%	+$244K	0.01%	662
2026 Q2	$765K	Buy	+1,030	New	+$871K	0.01%	731
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Diversify Advisory Services's EME Position: Q3 2026 in Review

Diversify Advisory Services increased its Emcor (EME) stake by 31% in Q3 2026, buying an estimated $244K and bringing the position to 1,346 shares worth $986K. The position accounts for 0.01% of the portfolio, ranked #662.

Diversify Advisory Services first reported a position in EME in Q2 2025 and has held it in 5 quarters since. 233 funds tracked by Wall St. Rank hold EME as of Q3 2026.

Diversify Advisory Services held 1,346 shares of Emcor worth $986K as of Q3 2026.
Diversify Advisory Services bought 316 Emcor shares in Q3 2026, an estimated $244K.
Emcor made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #662 holding.
Diversify Advisory Services first reported a position in Emcor in Q2 2025 and has held it in 5 quarters since.
233 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.