Impact Partnership Wealth
EME icon

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
Q3 		– Sell
-1,314
Closed -$1.09M – 492
2026
Q2 		$1.09M Buy
+1,314
New +$1.11M 0.11% 126
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% -$9.8K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

Impact Partnership Wealth's EME Position: Q3 2026 in Review

Impact Partnership Wealth sold out of Emcor (EME) in Q3 2026, closing a stake of 1,314 shares — an estimated $1.09M sold.

Impact Partnership Wealth first reported a position in EME in Q3 2023 and held it in 11 quarters. The position peaked at $1.33M in Q4 2025. 1,024 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • Impact Partnership Wealth reported no remaining Emcor position as of Q3 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 1,314 Emcor shares in Q3 2026, an estimated $1.09M.
  • Impact Partnership Wealth first reported a position in Emcor in Q3 2023 and held it in 11 quarters.
  • Impact Partnership Wealth's Emcor position peaked at $1.33M in Q4 2025.
  • 1,024 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.