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Paragon Private Wealth Management’s Emcor EME Stock Holding History

Paragon Private Wealth Management’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
Q2 		$330K Sell
397
-12
-3% -$10.2K 0.09% 186
2026
Q1 		$302K Buy
409
+43
+12% +$31.3K 0.09% 182
2025
Q4 		$224K Buy
366
+35
+11% +$22.7K 0.07% 202
2025
Q3 		$215K Buy
+331
New +$201K 0.07% 208

Other funds holding EME

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Paragon Private Wealth Management's EME Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its Emcor (EME) stake by 2.9% in Q2 2026, selling an estimated $10.2K and leaving 397 shares worth $330K. The position accounts for 0.09% of the portfolio, ranked #186.

Paragon Private Wealth Management first reported a position in EME in Q3 2025 and has held it in 4 quarters since. 464 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Paragon Private Wealth Management held 397 shares of Emcor worth $330K as of Q2 2026.
  • Paragon Private Wealth Management sold 12 Emcor shares in Q2 2026, an estimated $10.2K.
  • Emcor made up 0.09% of Paragon Private Wealth Management's portfolio in Q2 2026, its #186 holding.
  • Paragon Private Wealth Management first reported a position in Emcor in Q3 2025 and has held it in 4 quarters since.
  • 464 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.