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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
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

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Perigon Wealth Management's EME Position: Q2 2026 in Review

Perigon Wealth Management reduced its Emcor (EME) stake by 81% in Q2 2026, selling an estimated $2.96M and leaving 818 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #744.

Perigon Wealth Management first reported a position in EME in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.19M in Q1 2026. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Perigon Wealth Management held 818 shares of Emcor worth $679K as of Q2 2026.
  • Perigon Wealth Management sold 3,504 Emcor shares in Q2 2026, an estimated $2.96M.
  • Emcor made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #744 holding.
  • Perigon Wealth Management first reported a position in Emcor in Q1 2024 and has held it in 10 quarters since.
  • Perigon Wealth Management's Emcor position peaked at $3.19M in Q1 2026.
  • 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.