Perigon Wealth Management
EME icon

Perigon Wealth Management’s Emcor EME Stock Holding History

Perigon 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
Q3 		$715K Buy
947
+129
+16% +$99.5K 0.01% 726
2026
Q2 		$679K Sell
818
-3,504
-81% -$2.96M 0.01% 744
2026
Q1 		$3.19M Buy
4,322
+3,633
+527% +$2.64M 0.06% 284
2025
Q4 		$422K Sell
689
-211
-23% -$137K 0.01% 867
2025
Q3 		$585K Buy
900
+106
+13% +$64.3K 0.01% 682
2025
Q2 		$425K Sell
794
-303
-28% -$134K 0.01% 725
2025
Q1 		$405K Buy
1,097
+319
+41% +$138K 0.01% 700
2024
Q4 		$398K Buy
778
+19
+3% +$8.99K 0.01% 714
2024
Q3 		$327K Buy
759
+46
+6% +$17.4K 0.01% 753
2024
Q2 		$260K Sell
713
-35
-5% -$12.9K 0.01% 744
2024
Q1 		$262K Buy
+748
New +$201K 0.01% 719

Other funds holding EME

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Close Asset Management
Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Perigon Wealth Management's EME Position: Q3 2026 in Review

Perigon Wealth Management increased its Emcor (EME) stake by 16% in Q3 2026, buying an estimated $99.5K and bringing the position to 947 shares worth $715K. The position accounts for 0.01% of the portfolio, ranked #726.

Perigon Wealth Management first reported a position in EME in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.19M in Q1 2026. 465 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • Perigon Wealth Management held 947 shares of Emcor worth $715K as of Q3 2026.
  • Perigon Wealth Management bought 129 Emcor shares in Q3 2026, an estimated $99.5K.
  • Emcor made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #726 holding.
  • Perigon Wealth Management first reported a position in Emcor in Q1 2024 and has held it in 11 quarters since.
  • Perigon Wealth Management's Emcor position peaked at $3.19M in Q1 2026.
  • 465 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.