RG
EME icon

Renaissance Group’s Emcor EME Stock Holding History

Renaissance Group’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 		$32M Sell
38,566
-14,234
-27% -$12M 1.3% 28
2026
Q1 		$39M Sell
52,800
-1,985
-4% -$1.44M 1.63% 7
2025
Q4 		$33.5M Sell
54,785
-14,421
-21% -$9.34M 1.35% 28
2025
Q3 		$45M Sell
69,206
-21,113
-23% -$12.8M 1.7% 6
2025
Q2 		$48.3M Buy
90,319
+16,190
+22% +$7.14M 1.88% 2
2025
Q1 		$27.4M Buy
74,129
+63,110
+573% +$27.3M 1.21% 43
2024
Q4 		$5.02M Buy
11,019
+1,164
+12% +$551K 0.21% 92
2024
Q3 		$4.24M Sell
9,855
-1,516
-13% -$572K 0.17% 99
2024
Q2 		$4.15M Sell
11,371
-339
-3% -$125K 0.16% 111
2024
Q1 		$4.11M Sell
11,710
-355
-3% -$95.3K 0.16% 111
2023
Q4 		$2.61M Buy
12,065
+657
+6% +$138K 0.11% 135
2023
Q3 		$2.42M Buy
11,408
+139
+1% +$29.1K 0.11% 117
2023
Q2 		$2.07M Buy
11,269
+630
+6% +$105K 0.09% 140
2023
Q1 		$1.73M Buy
10,639
+842
+9% +$129K 0.08% 150
2022
Q4 		$1.46M Buy
+9,797
New +$1.39M 0.07% 158

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

Renaissance Group's EME Position: Q2 2026 in Review

Renaissance Group reduced its Emcor (EME) stake by 27% in Q2 2026, selling an estimated $12M and leaving 38,566 shares worth $32M. The position accounts for 1.3% of the portfolio, ranked #28.

Renaissance Group first reported a position in EME in Q4 2022 and has held it in 15 quarters since. The position peaked at $48.3M in Q2 2025. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Renaissance Group held 38,566 shares of Emcor worth $32M as of Q2 2026.
  • Renaissance Group sold 14,234 Emcor shares in Q2 2026, an estimated $12M.
  • Emcor made up 1.3% of Renaissance Group's portfolio in Q2 2026, its #28 holding.
  • Renaissance Group first reported a position in Emcor in Q4 2022 and has held it in 15 quarters since.
  • Renaissance Group's Emcor position peaked at $48.3M in Q2 2025.
  • 1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Renaissance Group's 13F filing for Q2 2026, filed 13 Aug 2026.