Polen Capital Management
EME icon

Polen Capital Management’s Emcor EME Stock Holding History

Polen Capital 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 		$85.6M Buy
+103,123
New +$87.2M 0.74% 25

Other funds holding EME

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Polen Capital Management's EME Position: Q2 2026 in Review

Polen Capital Management opened a new position in Emcor (EME) in Q2 2026: 103,123 shares worth $85.6M. The stake represents 0.74% of the portfolio and ranks #25 among its holdings.

542 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Polen Capital Management held 103,123 shares of Emcor worth $85.6M as of Q2 2026.
  • Emcor was a new Polen Capital Management position in Q2 2026.
  • Emcor made up 0.74% of Polen Capital Management's portfolio in Q2 2026, its #25 holding.
  • 542 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.