HSA
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HBK Sorce Advisory’s Emcor EME Stock Holding History

HBK Sorce Advisory’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 		$407K Sell
495
-36
-7% -$30.5K 0.01% 429
2026
Q1 		$489K Buy
531
+37
+7% +$26.9K 0.01% 376
2025
Q4 		$378K Sell
494
-43
-8% -$27.8K 0.01% 428
2025
Q3 		$371K Sell
537
-14
-3% -$8.49K 0.01% 421
2025
Q2 		$295K Sell
551
-3
-0.5% -$1.32K 0.01% 464
2025
Q1 		$205K Sell
554
-14
-2% -$6.05K 0.01% 539
2024
Q4 		$258K Sell
568
-6
-1% -$2.84K 0.01% 489
2024
Q3 		$247K Sell
574
-19
-3% -$7.17K 0.01% 494
2024
Q2 		$216K Sell
593
-5
-0.8% -$1.84K 0.01% 507
2024
Q1 		$209K Buy
+598
New +$161K 0.01% 548

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 $3.38T AUM 44.17% 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

HBK Sorce Advisory's EME Position: Q2 2026 in Review

HBK Sorce Advisory reduced its Emcor (EME) stake by 6.8% in Q2 2026, selling an estimated $30.5K and leaving 495 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #429.

HBK Sorce Advisory first reported a position in EME in Q1 2024 and has held it in 10 quarters since. The position peaked at $489K in Q1 2026. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • HBK Sorce Advisory held 495 shares of Emcor worth $407K as of Q2 2026.
  • HBK Sorce Advisory sold 36 Emcor shares in Q2 2026, an estimated $30.5K.
  • Emcor made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #429 holding.
  • HBK Sorce Advisory first reported a position in Emcor in Q1 2024 and has held it in 10 quarters since.
  • HBK Sorce Advisory's Emcor position peaked at $489K in Q1 2026.
  • 1,251 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.