Kovitz Investment Group Partners
EME icon

Kovitz Investment Group Partners’s Emcor EME Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-581
Closed -$378K – 699
2025
Q3 		$378K Sell
581
-233
-29% -$141K ﹤0.01% 1124
2025
Q2 		$436K Sell
814
-25
-3% -$11K ﹤0.01% 1027
2025
Q1 		$310K Sell
839
-143
-15% -$61.8K ﹤0.01% 1040
2024
Q4 		$446K Sell
982
-68
-6% -$32.2K ﹤0.01% 930
2024
Q3 		$285K Buy
+1,050
New +$396K ﹤0.01% 884

Other funds holding EME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kovitz Investment Group Partners's EME Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Emcor (EME) in Q4 2025, closing a stake of 581 shares — an estimated $378K sold.

Kovitz Investment Group Partners first reported a position in EME in Q3 2024 and held it in 5 quarters. The position peaked at $446K in Q4 2024. 1,096 funds tracked by Wall St. Rank hold EME as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Emcor position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 581 Emcor shares in Q4 2025, an estimated $378K.
  • Kovitz Investment Group Partners first reported a position in Emcor in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Emcor position peaked at $446K in Q4 2024.
  • 1,096 funds tracked by Wall St. Rank held Emcor as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.