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Naviter Wealth’s Emcor EME Stock Holding History

Naviter Wealth’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 		$386K Buy
523
+1
+0.2% +$728 0.05% 217
2025
Q4 		$319K Sell
522
-88
-14% -$57K 0.04% 225
2025
Q3 		$396K Buy
610
+90
+17% +$54.6K 0.05% 211
2025
Q2 		$278K Buy
+520
New +$229K 0.03% 242
2025
Q1 		– Sell
-520
Closed -$236K – 279
2024
Q4 		$236K Buy
+520
New +$246K 0.03% 249

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

Naviter Wealth's EME Position: Q1 2026 in Review

Naviter Wealth increased its Emcor (EME) stake by 0.19% in Q1 2026, buying an estimated $728 and bringing the position to 523 shares worth $386K. The position accounts for 0.05% of the portfolio, ranked #217.

Naviter Wealth first reported a position in EME in Q4 2024 and has held it in 5 quarters since. The position peaked at $396K in Q3 2025. 1,158 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Naviter Wealth held 523 shares of Emcor worth $386K as of Q1 2026.
  • Naviter Wealth bought 1 Emcor share in Q1 2026, an estimated $728.
  • Emcor made up 0.05% of Naviter Wealth's portfolio in Q1 2026, its #217 holding.
  • Naviter Wealth first reported a position in Emcor in Q4 2024 and has held it in 5 quarters since.
  • Naviter Wealth's Emcor position peaked at $396K in Q3 2025.
  • 1,158 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.