KAS
EME icon

Kestra Advisory Services’s Emcor EME Stock Holding History

Kestra Advisory Services’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 		$3M Sell
4,062
-1,147
-22% -$835K 0.01% 1061
2025
Q4 		$3.19M Buy
5,209
+925
+22% +$599K 0.01% 964
2025
Q3 		$2.78M Sell
4,284
-425
-9% -$258K 0.01% 975
2025
Q2 		$2.52M Sell
4,709
-848
-15% -$374K 0.01% 963
2025
Q1 		$2.05M Buy
5,557
+1,799
+48% +$778K 0.01% 973
2024
Q4 		$1.71M Buy
3,758
+217
+6% +$103K 0.01% 1090
2024
Q3 		$1.52M Buy
3,541
+1,525
+76% +$576K 0.01% 1103
2024
Q2 		$736K Buy
2,016
+569
+39% +$210K ﹤0.01% 1509
2024
Q1 		$507K Buy
1,447
+8
+0.6% +$2.15K ﹤0.01% 1661
2023
Q4 		$310K Buy
1,439
+88
+7% +$18.5K ﹤0.01% 1826
2023
Q3 		$284K Sell
1,351
-10
-0.7% -$2.09K ﹤0.01% 1691
2023
Q2 		$251K Sell
1,361
-2
-0.1% -$335 ﹤0.01% 1755
2023
Q1 		$222K Sell
1,363
-1,913
-58% -$294K ﹤0.01% 1768
2022
Q4 		$485K Buy
+3,276
New +$465K ﹤0.01% 1429

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

Kestra Advisory Services's EME Position: Q1 2026 in Review

Kestra Advisory Services reduced its Emcor (EME) stake by 22% in Q1 2026, selling an estimated $835K and leaving 4,062 shares worth $3M. The position accounts for 0.01% of the portfolio, ranked #1061.

Kestra Advisory Services first reported a position in EME in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.19M in Q4 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Kestra Advisory Services held 4,062 shares of Emcor worth $3M as of Q1 2026.
  • Kestra Advisory Services sold 1,147 Emcor shares in Q1 2026, an estimated $835K.
  • Emcor made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1061 holding.
  • Kestra Advisory Services first reported a position in Emcor in Q4 2022 and has held it in 14 quarters since.
  • Kestra Advisory Services's Emcor position peaked at $3.19M in Q4 2025.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.