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
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 $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

HBK Sorce Advisory's EME Position: Q1 2026 in Review

HBK Sorce Advisory increased its Emcor (EME) stake by 7.5% in Q1 2026, buying an estimated $26.9K and bringing the position to 531 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #376.

HBK Sorce Advisory first reported a position in EME in Q1 2024 and has held it in 9 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • HBK Sorce Advisory held 531 shares of Emcor worth $489K as of Q1 2026.
  • HBK Sorce Advisory bought 37 Emcor shares in Q1 2026, an estimated $26.9K.
  • Emcor made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #376 holding.
  • HBK Sorce Advisory first reported a position in Emcor in Q1 2024 and has held it in 9 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.