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Journey Retirement Planning & Investment Management’s Emcor EME Stock Holding History

Journey Retirement Planning & Investment Management’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
-762
Closed -$466K – 165
2025
Q4 		$466K Buy
+762
New +$493K 0.1% 151

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Journey Retirement Planning & Investment Management's EME Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Emcor (EME) in Q1 2026, closing a stake of 762 shares — an estimated $466K sold.

Journey Retirement Planning & Investment Management first reported a position in EME in Q4 2025 and held it in 1 quarter. The position peaked at $466K in Q4 2025. 1,160 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Emcor position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 762 Emcor shares in Q1 2026, an estimated $466K.
  • Journey Retirement Planning & Investment Management first reported a position in Emcor in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Emcor position peaked at $466K in Q4 2025.
  • 1,160 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.