Edgestream Partners’s Emcor EME Stock Holding History

Edgestream 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
2026 Q1	$992K	Sell	1,344 -10,909	-89%	-$7.94M	0.03%	632
2025 Q4	$7.5M	Buy	+12,253	New	+$7.93M	0.21%	134
2025 Q3	–	Sell	-7,905	Closed	-$4.23M	–	930
2025 Q2	$4.23M	Buy	+7,905	New	+$3.49M	0.12%	334
2024 Q4	–	Sell	-7,791	Closed	-$3.35M	–	915
2024 Q3	$3.35M	Buy	+7,791	New	+$2.94M	0.15%	234
2024 Q1	–	Sell	-2,776	Closed	-$598K	–	865
2023 Q4	$598K	Buy	+2,776	New	+$583K	0.04%	567
2023 Q3	–	Sell	-3,735	Closed	-$690K	–	851
2023 Q2	$690K	Sell	3,735 -3,148	-46%	-$527K	0.06%	457
2023 Q1	$1.12M	Buy	6,883 +3,785	+122%	+$582K	0.12%	278
2022 Q4	$459K	Buy	+3,098	New	+$440K	0.05%	378
2021 Q3	–	Sell	-2,933	Closed	-$361K	–	516
2021 Q2	$361K	Buy	+2,933	New	+$358K	0.02%	375

Other funds holding EME

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edgestream Partners's EME Position: Q1 2026 in Review

Edgestream Partners reduced its Emcor (EME) stake by 89% in Q1 2026, selling an estimated $7.94M and leaving 1,344 shares worth $992K. The position accounts for 0.03% of the portfolio, ranked #632.

Edgestream Partners first reported a position in EME in Q2 2021 and has held it in 9 quarters since. The position peaked at $7.5M in Q4 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

Edgestream Partners held 1,344 shares of Emcor worth $992K as of Q1 2026.
Edgestream Partners sold 10,909 Emcor shares in Q1 2026, an estimated $7.94M.
Emcor made up 0.03% of Edgestream Partners's portfolio in Q1 2026, its #632 holding.
Edgestream Partners first reported a position in Emcor in Q2 2021 and has held it in 9 quarters since.
Edgestream Partners's Emcor position peaked at $7.5M in Q4 2025.
1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.