Montag & Associates’s Emcor EME Stock Holding History

Montag & Associates’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 Q2	$7.64M	Buy	9,210 +2,285	+33%	+$1.93M	0.32%	66
2026 Q1	$5.11M	Buy	6,925 +1,771	+34%	+$1.29M	0.24%	87
2025 Q4	$3.15M	Sell	5,154 -98	-2%	-$63.5K	0.14%	131
2025 Q3	$3.41M	Sell	5,252 -293	-5%	-$178K	0.16%	127
2025 Q2	$2.97M	Buy	5,545 +199	+4%	+$87.8K	0.14%	134
2025 Q1	$1.98M	Sell	5,346 -58	-1%	-$25.1K	0.1%	164
2024 Q4	$2.45M	Buy	5,404 +621	+13%	+$294K	0.12%	156
2024 Q3	$2.06M	Sell	4,783 -249	-5%	-$94K	0.1%	175
2024 Q2	$1.84M	Sell	5,032 -28	-0.6%	-$10.3K	0.09%	172
2024 Q1	$1.77M	Buy	+5,060	New	+$1.36M	0.09%	188

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Montag & Associates's EME Position: Q2 2026 in Review

Montag & Associates increased its Emcor (EME) stake by 33% in Q2 2026, buying an estimated $1.93M and bringing the position to 9,210 shares worth $7.64M. The position accounts for 0.32% of the portfolio, ranked #66.

Montag & Associates first reported a position in EME in Q1 2024 and has held it in 10 quarters since. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Montag & Associates held 9,210 shares of Emcor worth $7.64M as of Q2 2026.
Montag & Associates bought 2,285 Emcor shares in Q2 2026, an estimated $1.93M.
Emcor made up 0.32% of Montag & Associates's portfolio in Q2 2026, its #66 holding.
Montag & Associates first reported a position in Emcor in Q1 2024 and has held it in 10 quarters since.
1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.