Kayne Anderson Rudnick Investment Management
EME icon

Kayne Anderson Rudnick Investment Management’s Emcor EME Stock Holding History

Kayne Anderson Rudnick 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 		$522M Sell
706,966
-32,494
-4% -$23.7M 1.53% 15
2025
Q4 		$452M Sell
739,460
-51,710
-7% -$33.5M 1.21% 28
2025
Q3 		$514M Sell
791,170
-514,094
-39% -$312M 1.25% 27
2025
Q2 		$698M Buy
1,305,264
+42,291
+3% +$18.7M 1.67% 9
2025
Q1 		$467M Sell
1,262,973
-1,759
-0.1% -$761K 1.14% 30
2024
Q4 		$574M Sell
1,264,732
-1,423,485
-53% -$673M 1.32% 20
2024
Q3 		$1.16B Buy
2,688,217
+24,470
+0.9% +$9.24M 2.55% 1
2024
Q2 		$972M Sell
2,663,747
-322,482
-11% -$119M 2.37% 1
2024
Q1 		$1.05B Sell
2,986,229
-392,812
-12% -$105M 2.42% 1
2023
Q4 		$728M Sell
3,379,041
-67,458
-2% -$14.2M 1.82% 6
2023
Q3 		$725M Sell
3,446,499
-18,365
-0.5% -$3.84M 2.07% 3
2023
Q2 		$640M Sell
3,464,864
-100,462
-3% -$16.8M 1.8% 5
2023
Q1 		$580M Buy
3,565,326
+82,360
+2% +$12.7M 1.7% 6
2022
Q4 		$516M Sell
3,482,966
-44,699
-1% -$6.34M 1.61% 8
2022
Q3 		$407M Sell
3,527,665
-34,489
-1% -$3.94M 1.35% 19
2022
Q2 		$367M Sell
3,562,154
-76,192
-2% -$8.15M 1.16% 27
2022
Q1 		$410M Sell
3,638,346
-82,857
-2% -$9.76M 1.09% 29
2021
Q4 		$474M Sell
3,721,203
-20,890
-0.6% -$2.59M 1.09% 26
2021
Q3 		$432M Sell
3,742,093
-96,261
-3% -$11.5M 1.05% 29
2021
Q2 		$473M Buy
3,838,354
+26,196
+0.7% +$3.2M 1.16% 22
2021
Q1 		$428M Buy
3,812,158
+43,181
+1% +$4.33M 1.15% 20
2020
Q4 		$345M Buy
3,768,977
+934,374
+33% +$75M 1% 29
2020
Q3 		$192M Buy
2,834,603
+50,636
+2% +$3.51M 0.69% 47
2020
Q2 		$184M Buy
2,783,967
+2,182,625
+363% +$137M 0.77% 39
2020
Q1 		$36.9M Buy
+601,342
New +$46.4M 0.21% 102

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 $1.61T 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 $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's EME Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Emcor (EME) stake by 4.4% in Q1 2026, selling an estimated $23.7M and leaving 706,966 shares worth $522M. The position accounts for 1.53% of the portfolio, ranked #15.

Kayne Anderson Rudnick Investment Management first reported a position in EME in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.16B in Q3 2024. 1,160 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 706,966 shares of Emcor worth $522M as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management sold 32,494 Emcor shares in Q1 2026, an estimated $23.7M.
  • Emcor made up 1.53% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #15 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Emcor in Q1 2020 and has held it in 25 quarters since.
  • Kayne Anderson Rudnick Investment Management's Emcor position peaked at $1.16B in Q3 2024.
  • 1,160 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.