OF
EME icon

Optimize Financial’s Emcor EME Stock Holding History

Optimize Financial’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 		$367K Sell
497
-12
-2% -$8.73K 0.18% 212
2025
Q4 		$311K Buy
509
+4
+0.8% +$2.59K 0.16% 263
2025
Q3 		$328K Sell
505
-68
-12% -$41.3K 0.17% 247
2025
Q2 		$306K Sell
573
-4
-0.7% -$1.76K 0.19% 156
2025
Q1 		$213K Sell
577
-7
-1% -$3.03K 0.15% 187
2024
Q4 		$265K Buy
+584
New +$276K 0.2% 160

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Optimize Financial's EME Position: Q1 2026 in Review

Optimize Financial reduced its Emcor (EME) stake by 2.4% in Q1 2026, selling an estimated $8.73K and leaving 497 shares worth $367K. The position accounts for 0.18% of the portfolio, ranked #212.

Optimize Financial first reported a position in EME in Q4 2024 and has held it in 6 quarters since. 1,161 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Optimize Financial held 497 shares of Emcor worth $367K as of Q1 2026.
  • Optimize Financial sold 12 Emcor shares in Q1 2026, an estimated $8.73K.
  • Emcor made up 0.18% of Optimize Financial's portfolio in Q1 2026, its #212 holding.
  • Optimize Financial first reported a position in Emcor in Q4 2024 and has held it in 6 quarters since.
  • 1,161 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.