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Mutual Advisors’s Emcor EME Stock Holding History

Mutual Advisors’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 		$820K Buy
1,110
+272
+32% +$198K 0.02% 674
2025
Q4 		$513K Hold
838
– – 0.01% 863
2025
Q3 		$584K Sell
838
-87
-9% -$52.8K 0.01% 787
2025
Q2 		$588K Sell
925
-182
-16% -$80.3K 0.01% 706
2025
Q1 		$454K Buy
1,107
+198
+22% +$85.6K 0.01% 755
2024
Q4 		$464K Buy
909
+112
+14% +$53K 0.01% 723
2024
Q3 		$355K Buy
797
+95
+14% +$35.9K 0.01% 825
2024
Q2 		$255K Sell
702
-111
-14% -$41K 0.01% 955
2024
Q1 		$285K Buy
+813
New +$218K 0.01% 888
2023
Q3 		– Sell
-1,350
Closed -$249K – 994
2023
Q2 		$249K Buy
1,350
+59
+5% +$9.87K 0.01% 872
2023
Q1 		$210K Buy
+1,291
New +$199K 0.01% 912

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

Mutual Advisors's EME Position: Q1 2026 in Review

Mutual Advisors increased its Emcor (EME) stake by 32% in Q1 2026, buying an estimated $198K and bringing the position to 1,110 shares worth $820K. The position accounts for 0.02% of the portfolio, ranked #674.

Mutual Advisors first reported a position in EME in Q1 2023 and has held it in 11 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Mutual Advisors held 1,110 shares of Emcor worth $820K as of Q1 2026.
  • Mutual Advisors bought 272 Emcor shares in Q1 2026, an estimated $198K.
  • Emcor made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #674 holding.
  • Mutual Advisors first reported a position in Emcor in Q1 2023 and has held it in 11 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.