Empowered Funds’s Emcor EME Stock Holding History

Empowered Funds’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	$17.5M	Sell	21,083 -10,854	-34%	-$9.18M	0.09%	229
2026 Q1	$23.6M	Buy	31,937 +2,207	+7%	+$1.61M	0.15%	131
2025 Q4	$18.2M	Buy	29,730 +15,736	+112%	+$10.2M	0.31%	63
2025 Q3	$9.09M	Buy	13,994 +746	+6%	+$453K	0.09%	258
2025 Q2	$7.09M	Sell	13,248 -39,894	-75%	-$17.6M	0.08%	327
2025 Q1	$19.6M	Buy	53,142 +30,460	+134%	+$13.2M	0.28%	55
2024 Q4	$10.3M	Sell	22,682 -16,583	-42%	-$7.85M	0.15%	142
2024 Q3	$16.9M	Buy	39,265 +25,421	+184%	+$9.59M	0.27%	65
2024 Q2	$5.05M	Buy	+13,844	New	+$5.11M	0.09%	306
2023 Q4	–	Sell	-13,743	Closed	-$2.89M	–	1272
2023 Q3	$2.89M	Buy	+13,743	New	+$2.87M	0.09%	322
2020 Q4	–	Sell	-40,144	Closed	-$2.72M	–	177
2020 Q3	$2.72M	Buy	+40,144	New	+$2.78M	0.85%	49

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Empowered Funds's EME Position: Q2 2026 in Review

Empowered Funds reduced its Emcor (EME) stake by 34% in Q2 2026, selling an estimated $9.18M and leaving 21,083 shares worth $17.5M. The position accounts for 0.09% of the portfolio, ranked #229.

Empowered Funds first reported a position in EME in Q3 2020 and has held it in 11 quarters since. The position peaked at $23.6M in Q1 2026. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Empowered Funds held 21,083 shares of Emcor worth $17.5M as of Q2 2026.
Empowered Funds sold 10,854 Emcor shares in Q2 2026, an estimated $9.18M.
Emcor made up 0.09% of Empowered Funds's portfolio in Q2 2026, its #229 holding.
Empowered Funds first reported a position in Emcor in Q3 2020 and has held it in 11 quarters since.
Empowered Funds's Emcor position peaked at $23.6M in Q1 2026.
1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.