EWM
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Empirical Wealth Management’s Emcor EME Stock Holding History

Empirical Wealth Management’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 		$6.34M Sell
7,639
-99
-1% -$83.7K 0.09% 134
2026
Q1 		$5.71M Buy
7,738
+533
+7% +$388K 0.1% 134
2025
Q4 		$4.41M Buy
7,205
+1,139
+19% +$738K 0.08% 155
2025
Q3 		$3.94M Buy
6,066
+4,814
+385% +$2.92M 0.08% 160
2025
Q2 		$670K Sell
1,252
-354
-22% -$156K 0.02% 375
2025
Q1 		$594K Sell
1,606
-3,461
-68% -$1.5M 0.02% 379
2024
Q4 		$2.3M Buy
5,067
+255
+5% +$121K 0.06% 180
2024
Q3 		$2.07M Sell
4,812
-32
-0.7% -$12.1K 0.06% 185
2024
Q2 		$1.77M Sell
4,844
-159
-3% -$58.7K 0.05% 195
2024
Q1 		$1.75M Buy
+5,003
New +$1.34M 0.05% 193

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 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
AS
Aware Super Sydney, Australia $7.06B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Empirical Wealth Management's EME Position: Q2 2026 in Review

Empirical Wealth Management reduced its Emcor (EME) stake by 1.3% in Q2 2026, selling an estimated $83.7K and leaving 7,639 shares worth $6.34M. The position accounts for 0.09% of the portfolio, ranked #134.

Empirical Wealth Management first reported a position in EME in Q1 2024 and has held it in 10 quarters since. 478 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Empirical Wealth Management held 7,639 shares of Emcor worth $6.34M as of Q2 2026.
  • Empirical Wealth Management sold 99 Emcor shares in Q2 2026, an estimated $83.7K.
  • Emcor made up 0.09% of Empirical Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Empirical Wealth Management first reported a position in Emcor in Q1 2024 and has held it in 10 quarters since.
  • 478 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.