GeoWealth Management’s Emcor EME Stock Holding History

GeoWealth 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 Q1	$287K	Sell	388 -38	-9%	-$27.7K	0.01%	621
2025 Q4	$260K	Sell	426 -41	-9%	-$26.5K	0.01%	602
2025 Q3	$304K	Buy	467 +115	+33%	+$69.8K	0.01%	584
2025 Q2	$188K	Sell	352 -1,594	-82%	-$703K	0.01%	674
2025 Q1	$719K	Buy	1,946 +1,693	+669%	+$732K	0.03%	346
2024 Q4	$115K	Buy	253 +28	+12%	+$13.2K	﹤0.01%	927
2024 Q3	$96.9K	Buy	+225	New	+$84.9K	﹤0.01%	899
2024 Q2	–	Sell	-237	Closed	-$83K	–	878
2024 Q1	$83K	Buy	+237	New	+$63.6K	﹤0.01%	784

Other funds holding EME

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GeoWealth Management's EME Position: Q1 2026 in Review

GeoWealth Management reduced its Emcor (EME) stake by 8.9% in Q1 2026, selling an estimated $27.7K and leaving 388 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #621.

GeoWealth Management first reported a position in EME in Q1 2024 and has held it in 8 quarters since. The position peaked at $719K in Q1 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

GeoWealth Management held 388 shares of Emcor worth $287K as of Q1 2026.
GeoWealth Management sold 38 Emcor shares in Q1 2026, an estimated $27.7K.
Emcor made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #621 holding.
GeoWealth Management first reported a position in Emcor in Q1 2024 and has held it in 8 quarters since.
GeoWealth Management's Emcor position peaked at $719K in Q1 2025.
1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.