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Freedom Financial Partners’s Emcor EME Stock Holding History

Freedom Financial 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 		$242K Sell
328
-69
-17% -$50.2K 0.09% 81
2025
Q4 		$243K Buy
397
+1
+0.3% +$648 0.09% 78
2025
Q3 		$257K Hold
396
– – 0.1% 75
2025
Q2 		$212K Buy
+396
New +$175K 0.09% 75

Other funds holding EME

BlackRock
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Freedom Financial Partners's EME Position: Q1 2026 in Review

Freedom Financial Partners reduced its Emcor (EME) stake by 17% in Q1 2026, selling an estimated $50.2K and leaving 328 shares worth $242K. The position accounts for 0.09% of the portfolio, ranked #81.

Freedom Financial Partners first reported a position in EME in Q2 2025 and has held it in 4 quarters since. The position peaked at $257K in Q3 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Freedom Financial Partners held 328 shares of Emcor worth $242K as of Q1 2026.
  • Freedom Financial Partners sold 69 Emcor shares in Q1 2026, an estimated $50.2K.
  • Emcor made up 0.09% of Freedom Financial Partners's portfolio in Q1 2026, its #81 holding.
  • Freedom Financial Partners first reported a position in Emcor in Q2 2025 and has held it in 4 quarters since.
  • Freedom Financial Partners's Emcor position peaked at $257K in Q3 2025.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Freedom Financial Partners's 13F filing for Q1 2026, filed 16 Apr 2026.