NW
EME icon

NewEdge Wealth’s Emcor EME Stock Holding History

NewEdge 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 		$2.58M Sell
3,496
-240
-6% -$175K 0.03% 359
2025
Q4 		$2.29M Sell
3,736
-122
-3% -$79K 0.03% 418
2025
Q3 		$2.61M Sell
3,858
-3,422
-47% -$2.08M 0.04% 330
2025
Q2 		$4.5M Sell
7,280
-1,541
-17% -$680K 0.07% 227
2025
Q1 		$3.26M Sell
8,821
-713
-7% -$308K 0.06% 252
2024
Q4 		$4.33M Sell
9,534
-13,920
-59% -$6.59M 0.08% 214
2024
Q3 		$10.1M Buy
23,454
+3,271
+16% +$1.23M 0.18% 117
2024
Q2 		$7.37M Sell
20,183
-154
-0.8% -$56.8K 0.16% 125
2024
Q1 		$7.25M Sell
20,337
-6,371
-24% -$1.71M 0.16% 128
2023
Q4 		$5.75M Sell
26,708
-448
-2% -$94K 0.15% 133
2023
Q3 		$5.71M Sell
27,156
-294
-1% -$61.5K 0.18% 124
2023
Q2 		$5.07M Sell
27,450
-378
-1% -$63.2K 0.17% 127
2023
Q1 		$4.52M Sell
27,828
-2,784
-9% -$428K 0.17% 129
2022
Q4 		$4.53M Buy
30,612
+340
+1% +$48.3K 0.2% 119
2022
Q3 		$3.5M Buy
30,272
+2,177
+8% +$249K 0.17% 133
2022
Q2 		$2.89M Buy
28,095
+8,585
+44% +$918K 0.13% 144
2022
Q1 		$2.2M Sell
19,510
-19
-0.1% -$2.24K 0.1% 148
2021
Q4 		$2.49M Sell
19,529
-12
-0.1% -$1.49K 0.1% 146
2021
Q3 		$2.25M Buy
19,541
+120
+0.6% +$14.4K 0.13% 117
2021
Q2 		$2.39M Buy
19,421
+1,751
+10% +$214K 0.18% 111
2021
Q1 		$1.98M Buy
17,670
+7,015
+66% +$703K 0.2% 105
2020
Q4 		$975K Buy
+10,655
New +$856K 0.3% 86

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

NewEdge Wealth's EME Position: Q1 2026 in Review

NewEdge Wealth reduced its Emcor (EME) stake by 6.4% in Q1 2026, selling an estimated $175K and leaving 3,496 shares worth $2.58M. The position accounts for 0.03% of the portfolio, ranked #359.

NewEdge Wealth first reported a position in EME in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.1M in Q3 2024. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • NewEdge Wealth held 3,496 shares of Emcor worth $2.58M as of Q1 2026.
  • NewEdge Wealth sold 240 Emcor shares in Q1 2026, an estimated $175K.
  • Emcor made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #359 holding.
  • NewEdge Wealth first reported a position in Emcor in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's Emcor position peaked at $10.1M in Q3 2024.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.