Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$618K Buy
837
+36
+4% +$26.2K 0.01% 439
2025
Q4
$490K Buy
801
+8
+1% +$5.18K ﹤0.01% 510
2025
Q3
$515K Buy
793
+2
+0.3% +$1.21K ﹤0.01% 488
2025
Q2
$423K Sell
791
-6
-0.8% -$2.65K ﹤0.01% 532
2025
Q1
$295K Sell
797
-178
-18% -$77K ﹤0.01% 649
2024
Q4
$443K Buy
975
+37
+4% +$17.5K ﹤0.01% 534
2024
Q3
$404K Sell
938
-3
-0.3% -$1.13K ﹤0.01% 570
2024
Q2
$344K Buy
941
+20
+2% +$7.38K ﹤0.01% 577
2024
Q1
$323K Sell
921
-2,469
-73% -$663K ﹤0.01% 582
2023
Q4
$730K Buy
3,390
+3
+0.1% +$630 0.01% 354
2023
Q3
$713K Buy
3,387
+6
+0.2% +$1.25K 0.01% 339
2023
Q2
$625K Sell
3,381
-128
-4% -$21.4K 0.01% 392
2023
Q1
$571K Buy
3,509
+24
+0.7% +$3.69K 0.01% 408
2022
Q4
$516K Buy
3,485
+42
+1% +$5.96K 0.01% 437
2022
Q3
$398K Buy
3,443
+237
+7% +$27.1K 0.01% 454
2022
Q2
$330K Sell
3,206
-1
-0% -$107 0.01% 519
2022
Q1
$361K Buy
3,207
+12
+0.4% +$1.41K ﹤0.01% 526
2021
Q4
$407K Buy
3,195
+48
+2% +$5.94K ﹤0.01% 490
2021
Q3
$363K Sell
3,147
-13
-0.4% -$1.56K ﹤0.01% 511
2021
Q2
$389K Buy
3,160
+13
+0.4% +$1.59K ﹤0.01% 477
2021
Q1
$353K Buy
3,147
+22
+0.7% +$2.21K ﹤0.01% 486
2020
Q4
$286K Buy
3,125
+36
+1% +$2.89K ﹤0.01% 472
2020
Q3
$209K Sell
3,089
-27
-0.9% -$1.87K ﹤0.01% 514
2020
Q2
$206K Buy
+3,116
New +$195K ﹤0.01% 504

Other funds holding EME

Greenleaf Trust's EME Position: Q1 2026 in Review

Greenleaf Trust increased its Emcor (EME) stake by 4.5% in Q1 2026, buying an estimated $26.2K and bringing the position to 837 shares worth $618K. The position accounts for 0.01% of the portfolio, ranked #439.

Greenleaf Trust first reported a position in EME in Q2 2020 and has held it in 24 quarters since. The position peaked at $730K in Q4 2023. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Greenleaf Trust held 837 shares of Emcor worth $618K as of Q1 2026.
  • Greenleaf Trust bought 36 Emcor shares in Q1 2026, an estimated $26.2K.
  • Emcor made up 0.01% of Greenleaf Trust's portfolio in Q1 2026, its #439 holding.
  • Greenleaf Trust first reported a position in Emcor in Q2 2020 and has held it in 24 quarters since.
  • Greenleaf Trust's Emcor position peaked at $730K in Q4 2023.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.