PWM
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
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

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

Perigon Wealth Management's EME Position: Q1 2026 in Review

Perigon Wealth Management increased its Emcor (EME) stake by 527% in Q1 2026, buying an estimated $2.64M and bringing the position to 4,322 shares worth $3.19M. The position accounts for 0.06% of the portfolio, ranked #284.

Perigon Wealth Management first reported a position in EME in Q1 2024 and has held it in 9 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Perigon Wealth Management held 4,322 shares of Emcor worth $3.19M as of Q1 2026.
  • Perigon Wealth Management bought 3,633 Emcor shares in Q1 2026, an estimated $2.64M.
  • Emcor made up 0.06% of Perigon Wealth Management's portfolio in Q1 2026, its #284 holding.
  • Perigon Wealth Management first reported a position in Emcor in Q1 2024 and has held it in 9 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

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