HighPoint Advisor Group’s Emcor EME Stock Holding History

HighPoint Advisor Group’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	–	Sell	-940	Closed	-$575K	–	772
2025 Q4	$575K	Sell	940 -8	-0.8%	-$5.18K	0.01%	630
2025 Q3	$616K	Sell	948 -57	-6%	-$34.6K	0.03%	346
2025 Q2	$538K	Buy	1,005 +194	+24%	+$85.6K	0.03%	361
2025 Q1	$335K	Buy	811 +7	+0.9%	+$3.03K	0.02%	458
2024 Q4	$359K	Buy	804 +32	+4%	+$15.1K	0.02%	456
2024 Q3	$350K	Buy	772 +4	+0.5%	+$1.51K	0.02%	441
2024 Q2	$275K	Sell	768 -88	-10%	-$32.5K	0.02%	493
2024 Q1	$320K	Sell	856 -93	-10%	-$25K	0.02%	451
2023 Q4	$329K	Buy	+949	New	+$199K	0.02%	448
2020 Q1	–	Sell	-3,083	Closed	-$266K	–	363
2019 Q4	$266K	Sell	3,083 -921	-23%	-$81.1K	0.05%	280
2019 Q3	$357K	Sell	4,004 -371	-8%	-$31.6K	0.08%	211
2019 Q2	$362K	Buy	+4,375	New	+$355K	0.08%	202
2018 Q1	–	Sell	-6,858	Closed	-$517K	–	311
2017 Q4	$517K	Buy	+6,858	New	+$531K	0.15%	156

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HighPoint Advisor Group's EME Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Emcor (EME) in Q1 2026, closing a stake of 940 shares — an estimated $575K sold.

HighPoint Advisor Group first reported a position in EME in Q4 2017 and held it in 13 quarters. The position peaked at $616K in Q3 2025. 1,161 funds tracked by Wall St. Rank hold EME as of Q1 2026.

HighPoint Advisor Group reported no remaining Emcor position as of Q1 2026 after selling out during the quarter.
HighPoint Advisor Group sold 940 Emcor shares in Q1 2026, an estimated $575K.
HighPoint Advisor Group first reported a position in Emcor in Q4 2017 and held it in 13 quarters.
HighPoint Advisor Group's Emcor position peaked at $616K in Q3 2025.
1,161 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.