Lido Advisors
EME icon

Lido Advisors’s Emcor EME Stock Holding History

Lido Advisors’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 		$808K Buy
1,094
+345
+46% +$251K ﹤0.01% 1066
2025
Q4 		$483K Buy
749
+77
+11% +$49.9K ﹤0.01% 1312
2025
Q3 		$437K Buy
672
+64
+11% +$38.8K ﹤0.01% 1292
2025
Q2 		$325K Buy
+608
New +$268K ﹤0.01% 1301
2025
Q1 		– Sell
-516
Closed -$234K – 1548
2024
Q4 		$234K Sell
516
-5
-1% -$2.37K ﹤0.01% 1317
2024
Q3 		$224K Buy
+521
New +$197K ﹤0.01% 1282
2021
Q3 		– Sell
-2,178
Closed -$268K – 980
2021
Q2 		$268K Buy
+2,178
New +$266K ﹤0.01% 759

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

Lido Advisors's EME Position: Q1 2026 in Review

Lido Advisors increased its Emcor (EME) stake by 46% in Q1 2026, buying an estimated $251K and bringing the position to 1,094 shares worth $808K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Lido Advisors first reported a position in EME in Q2 2021 and has held it in 7 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Lido Advisors held 1,094 shares of Emcor worth $808K as of Q1 2026.
  • Lido Advisors bought 345 Emcor shares in Q1 2026, an estimated $251K.
  • Emcor made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1066 holding.
  • Lido Advisors first reported a position in Emcor in Q2 2021 and has held it in 7 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.