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Essential Partners’s Emcor EME Stock Holding History

Essential 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
Q3 		$368K Buy
488
+2
+0.4% +$1.54K 0.17% 115
2026
Q2 		$403K Sell
486
-1,348
-74% -$1.14M 0.19% 110
2026
Q1 		$1.35M Buy
1,834
+88
+5% +$64K 0.46% 50
2025
Q4 		$1.07M Sell
1,746
-198
-10% -$128K 0.33% 79
2025
Q3 		$1.26M Buy
1,944
+282
+17% +$171K 0.42% 50
2025
Q2 		$889K Buy
+1,662
New +$733K 0.35% 79

Other funds holding EME

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Essential Partners's EME Position: Q3 2026 in Review

Essential Partners increased its Emcor (EME) stake by 0.41% in Q3 2026, buying an estimated $1.54K and bringing the position to 488 shares worth $368K. The position accounts for 0.17% of the portfolio, ranked #115.

Essential Partners first reported a position in EME in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.35M in Q1 2026. 151 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • Essential Partners held 488 shares of Emcor worth $368K as of Q3 2026.
  • Essential Partners bought 2 Emcor shares in Q3 2026, an estimated $1.54K.
  • Emcor made up 0.17% of Essential Partners's portfolio in Q3 2026, its #115 holding.
  • Essential Partners first reported a position in Emcor in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Emcor position peaked at $1.35M in Q1 2026.
  • 151 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.