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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
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
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

Montag & Associates's EME Position: Q1 2026 in Review

Montag & Associates increased its Emcor (EME) stake by 34% in Q1 2026, buying an estimated $1.29M and bringing the position to 6,925 shares worth $5.11M. The position accounts for 0.24% of the portfolio, ranked #87.

Montag & Associates first reported a position in EME in Q1 2024 and has held it in 9 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Montag & Associates held 6,925 shares of Emcor worth $5.11M as of Q1 2026.
  • Montag & Associates bought 1,771 Emcor shares in Q1 2026, an estimated $1.29M.
  • Emcor made up 0.24% of Montag & Associates's portfolio in Q1 2026, its #87 holding.
  • Montag & Associates first reported a position in Emcor in Q1 2024 and has held it in 9 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.