Money Concepts Capital’s Emcor EME Stock Holding History

Money Concepts Capital’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	–	Sell	-358	Closed	-$219K	–	578
2025 Q4	$219K	Buy	+358	New	+$232K	0.01%	488

Other funds holding EME

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Money Concepts Capital's EME Position: Q1 2026 in Review

Money Concepts Capital sold out of Emcor (EME) in Q1 2026, closing a stake of 358 shares — an estimated $219K sold.

Money Concepts Capital first reported a position in EME in Q4 2025 and held it in 1 quarter. The position peaked at $219K in Q4 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

Money Concepts Capital reported no remaining Emcor position as of Q1 2026 after selling out during the quarter.
Money Concepts Capital sold 358 Emcor shares in Q1 2026, an estimated $219K.
Money Concepts Capital first reported a position in Emcor in Q4 2025 and held it in 1 quarter.
Money Concepts Capital's Emcor position peaked at $219K in Q4 2025.
1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.