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Personal CFO Solutions’s Emcor EME Stock Holding History

Personal CFO Solutions’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 		$643K Buy
870
+169
+24% +$123K 0.09% 205
2025
Q4 		$429K Buy
701
+187
+36% +$121K 0.07% 263
2025
Q3 		$334K Buy
514
+77
+18% +$46.7K 0.06% 314
2025
Q2 		$234K Sell
437
-108
-20% -$47.7K 0.04% 417
2025
Q1 		$202K Buy
545
+90
+20% +$38.9K 0.04% 430
2024
Q4 		$207K Buy
+455
New +$215K 0.04% 437
2024
Q2 		– Sell
-899
Closed -$315K – 551
2024
Q1 		$315K Buy
+899
New +$241K 0.05% 382

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

Personal CFO Solutions's EME Position: Q1 2026 in Review

Personal CFO Solutions increased its Emcor (EME) stake by 24% in Q1 2026, buying an estimated $123K and bringing the position to 870 shares worth $643K. The position accounts for 0.09% of the portfolio, ranked #205.

Personal CFO Solutions first reported a position in EME in Q1 2024 and has held it in 7 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Personal CFO Solutions held 870 shares of Emcor worth $643K as of Q1 2026.
  • Personal CFO Solutions bought 169 Emcor shares in Q1 2026, an estimated $123K.
  • Emcor made up 0.09% of Personal CFO Solutions's portfolio in Q1 2026, its #205 holding.
  • Personal CFO Solutions first reported a position in Emcor in Q1 2024 and has held it in 7 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.