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Live Oak Private Wealth’s Emcor EME Stock Holding History

Live Oak Private Wealth’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 		$279K Sell
378
-78
-17% -$56.8K 0.04% 175
2025
Q4 		$279K Buy
+456
New +$295K 0.04% 170

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

Live Oak Private Wealth's EME Position: Q1 2026 in Review

Live Oak Private Wealth reduced its Emcor (EME) stake by 17% in Q1 2026, selling an estimated $56.8K and leaving 378 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #175.

Live Oak Private Wealth first reported a position in EME in Q4 2025 and has held it in 2 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Live Oak Private Wealth held 378 shares of Emcor worth $279K as of Q1 2026.
  • Live Oak Private Wealth sold 78 Emcor shares in Q1 2026, an estimated $56.8K.
  • Emcor made up 0.04% of Live Oak Private Wealth's portfolio in Q1 2026, its #175 holding.
  • Live Oak Private Wealth first reported a position in Emcor in Q4 2025 and has held it in 2 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.