ECM
EME icon

Evergreen Capital Management’s Emcor EME Stock Holding History

Evergreen Capital 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 		$899K Buy
1,083
+291
+37% +$246K 0.02% 593
2026
Q1 		$585K Buy
792
+8
+1% +$5.82K 0.01% 699
2025
Q4 		$480K Sell
784
-257
-25% -$166K 0.01% 767
2025
Q3 		$676K Buy
1,041
+254
+32% +$154K 0.02% 520
2025
Q2 		$421K Buy
787
+78
+11% +$34.4K 0.01% 638
2025
Q1 		$262K Sell
709
-3
-0.4% -$1.3K 0.01% 832
2024
Q4 		$323K Buy
712
+95
+15% +$44.9K 0.01% 700
2024
Q3 		$266K Buy
+617
New +$233K 0.01% 776

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Evergreen Capital Management's EME Position: Q2 2026 in Review

Evergreen Capital Management increased its Emcor (EME) stake by 37% in Q2 2026, buying an estimated $246K and bringing the position to 1,083 shares worth $899K. The position accounts for 0.02% of the portfolio, ranked #593.

Evergreen Capital Management first reported a position in EME in Q3 2024 and has held it in 8 quarters since. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Evergreen Capital Management held 1,083 shares of Emcor worth $899K as of Q2 2026.
  • Evergreen Capital Management bought 291 Emcor shares in Q2 2026, an estimated $246K.
  • Emcor made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #593 holding.
  • Evergreen Capital Management first reported a position in Emcor in Q3 2024 and has held it in 8 quarters since.
  • 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.