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Kestra Investment Management’s Emcor EME Stock Holding History

Kestra 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
Q2 		$950K Buy
1,145
+632
+123% +$535K 0.02% 236
2026
Q1 		$379K Sell
513
-2,195
-81% -$1.6M 0.01% 322
2025
Q4 		$1.66M Buy
2,708
+156
+6% +$101K 0.04% 144
2025
Q3 		$1.66M Sell
2,552
-2,175
-46% -$1.32M 0.04% 141
2025
Q2 		$2.32M Buy
4,727
+3,482
+280% +$1.54M 0.04% 161
2025
Q1 		$460K Sell
1,245
-1,510
-55% -$653K 0.01% 276
2024
Q4 		$1.25M Buy
2,755
+1,071
+64% +$507K 0.05% 118
2024
Q3 		$725K Buy
+1,684
New +$636K 0.03% 155

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Kestra Investment Management's EME Position: Q2 2026 in Review

Kestra Investment Management increased its Emcor (EME) stake by 123% in Q2 2026, buying an estimated $535K and bringing the position to 1,145 shares worth $950K. The position accounts for 0.02% of the portfolio, ranked #236.

Kestra Investment Management first reported a position in EME in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.32M in Q2 2025. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Kestra Investment Management held 1,145 shares of Emcor worth $950K as of Q2 2026.
  • Kestra Investment Management bought 632 Emcor shares in Q2 2026, an estimated $535K.
  • Emcor made up 0.02% of Kestra Investment Management's portfolio in Q2 2026, its #236 holding.
  • Kestra Investment Management first reported a position in Emcor in Q3 2024 and has held it in 8 quarters since.
  • Kestra Investment Management's Emcor position peaked at $2.32M in Q2 2025.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.