QTR Family Wealth’s Emcor EME Stock Holding History

QTR Family Wealth’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	$487K	Buy	598 +180	+43%	+$131K	0.2%	120
2025 Q4	$326K	Buy	+418	New	+$271K	0.14%	165

Other funds holding EME

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

QTR Family Wealth's EME Position: Q1 2026 in Review

QTR Family Wealth increased its Emcor (EME) stake by 43% in Q1 2026, buying an estimated $131K and bringing the position to 598 shares worth $487K. The position accounts for 0.2% of the portfolio, ranked #120.

QTR Family Wealth first reported a position in EME in Q4 2025 and has held it in 2 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

QTR Family Wealth held 598 shares of Emcor worth $487K as of Q1 2026.
QTR Family Wealth bought 180 Emcor shares in Q1 2026, an estimated $131K.
Emcor made up 0.2% of QTR Family Wealth's portfolio in Q1 2026, its #120 holding.
QTR Family Wealth first reported a position in Emcor in Q4 2025 and has held it in 2 quarters since.
1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.