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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
Q2 		– Sell
-328
Closed -$242K – 92
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

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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

Freedom Financial Partners's EME Position: Q2 2026 in Review

Freedom Financial Partners sold out of Emcor (EME) in Q2 2026, closing a stake of 328 shares — an estimated $242K sold.

Freedom Financial Partners first reported a position in EME in Q2 2025 and held it in 4 quarters. The position peaked at $257K in Q3 2025. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Freedom Financial Partners reported no remaining Emcor position as of Q2 2026 after selling out during the quarter.
  • Freedom Financial Partners sold 328 Emcor shares in Q2 2026, an estimated $242K.
  • Freedom Financial Partners first reported a position in Emcor in Q2 2025 and held it in 4 quarters.
  • Freedom Financial Partners's Emcor position peaked at $257K in Q3 2025.
  • 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.