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Impact Partnership Wealth’s Emcor EME Stock Holding History

Impact Partnership Wealth’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
-2,171
Closed -$1.33M – 389
2025
Q4 		$1.33M Buy
2,171
+1,043
+92% +$675K 0.17% 81
2025
Q3 		$733K Sell
1,128
-67
-6% -$40.6K 0.11% 125
2025
Q2 		$639K Buy
1,195
+86
+8% +$37.9K 0.12% 104
2025
Q1 		$410K Buy
1,109
+97
+10% +$42K 0.09% 140
2024
Q4 		$459K Buy
1,012
+133
+15% +$62.9K 0.09% 138
2024
Q3 		$379K Sell
879
-26
-3% -$9.81K 0.09% 141
2024
Q2 		$330K Buy
905
+449
+98% +$166K 0.09% 155
2024
Q1 		$160K Buy
456
+8
+2% +$2.15K 0.06% 208
2023
Q4 		$96.5K Sell
448
-362
-45% -$76K 0.04% 256
2023
Q3 		$170K Buy
+810
New +$169K 0.05% 204

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

Impact Partnership Wealth's EME Position: Q1 2026 in Review

Impact Partnership Wealth sold out of Emcor (EME) in Q1 2026, closing a stake of 2,171 shares — an estimated $1.33M sold.

Impact Partnership Wealth first reported a position in EME in Q3 2023 and held it in 10 quarters. The position peaked at $1.33M in Q4 2025. 1,158 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Impact Partnership Wealth reported no remaining Emcor position as of Q1 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 2,171 Emcor shares in Q1 2026, an estimated $1.33M.
  • Impact Partnership Wealth first reported a position in Emcor in Q3 2023 and held it in 10 quarters.
  • Impact Partnership Wealth's Emcor position peaked at $1.33M in Q4 2025.
  • 1,158 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.