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Meritage Portfolio Management’s Emcor EME Stock Holding History

Meritage Portfolio 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
2025
Q4 		$2.63M Sell
4,298
-412
-9% -$267K 0.17% 149
2025
Q3 		$3.06M Sell
4,710
-1,902
-29% -$1.15M 0.2% 138
2025
Q2 		$3.54M Sell
6,612
-305
-4% -$135K 0.22% 125
2025
Q1 		$2.56M Buy
6,917
+391
+6% +$169K 0.17% 145
2024
Q4 		$2.96M Buy
6,526
+490
+8% +$232K 0.18% 136
2024
Q3 		$2.6M Buy
6,036
+485
+9% +$183K 0.16% 160
2024
Q2 		$2.03M Buy
5,551
+28
+0.5% +$10.3K 0.13% 171
2024
Q1 		$1.93M Sell
5,523
-361
-6% -$96.9K 0.12% 177
2023
Q4 		$1.27M Buy
5,884
+987
+20% +$207K 0.08% 181
2023
Q3 		$1.03M Buy
4,897
+63
+1% +$13.2K 0.08% 191
2023
Q2 		$893K Buy
4,834
+1,126
+30% +$188K 0.06% 198
2023
Q1 		$603K Buy
3,708
+8
+0.2% +$1.23K 0.05% 199
2022
Q4 		$548K Buy
3,700
+107
+3% +$15.2K 0.04% 211
2022
Q3 		$415K Buy
3,593
+142
+4% +$16.2K 0.03% 222
2022
Q2 		$355K Sell
3,451
-109
-3% -$11.7K 0.03% 232
2022
Q1 		$401K Buy
3,560
+357
+11% +$42K 0.02% 234
2021
Q4 		$408K Buy
3,203
+222
+7% +$27.5K 0.02% 226
2021
Q3 		$344K Buy
2,981
+169
+6% +$20.3K 0.02% 233
2021
Q2 		$346K Buy
2,812
+453
+19% +$55.3K 0.02% 236
2021
Q1 		$265K Buy
+2,359
New +$236K 0.02% 250
2020
Q1 		– Sell
-32,688
Closed -$2.82M – 200
2019
Q4 		$2.82M Sell
32,688
-453
-1% -$39.9K 0.25% 143
2019
Q3 		$2.85M Buy
33,141
+25,360
+326% +$2.16M 0.27% 121
2019
Q2 		$686K Buy
+7,781
New +$631K 0.07% 160

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

Meritage Portfolio Management's EME Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Emcor (EME) stake by 8.7% in Q4 2025, selling an estimated $267K and leaving 4,298 shares worth $2.63M. The position accounts for 0.17% of the portfolio, ranked #149.

Meritage Portfolio Management first reported a position in EME in Q2 2019 and has held it in 23 quarters since. The position peaked at $3.54M in Q2 2025. 1,096 funds tracked by Wall St. Rank hold EME as of Q4 2025.

  • Meritage Portfolio Management held 4,298 shares of Emcor worth $2.63M as of Q4 2025.
  • Meritage Portfolio Management sold 412 Emcor shares in Q4 2025, an estimated $267K.
  • Emcor made up 0.17% of Meritage Portfolio Management's portfolio in Q4 2025, its #149 holding.
  • Meritage Portfolio Management first reported a position in Emcor in Q2 2019 and has held it in 23 quarters since.
  • Meritage Portfolio Management's Emcor position peaked at $3.54M in Q2 2025.
  • 1,096 funds tracked by Wall St. Rank held Emcor as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.