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Richard Bernstein Advisors’s Emcor EME Stock Holding History

Richard Bernstein Advisors’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 		$3.31M Buy
+4,487
New +$3.27M 0.1% 36
2015
Q3 		– Sell
-63,826
Closed -$3.05M – 163
2015
Q2 		$3.05M Sell
63,826
-49,901
-44% -$2.32M 0.37% 110
2015
Q1 		$5.29M Hold
113,727
– – 0.69% 51
2014
Q4 		$5.06M Hold
113,727
– – 0.52% 76
2014
Q3 		$4.54M Buy
113,727
+2,229
+2% +$95.8K 0.48% 82
2014
Q2 		$4.96M Hold
111,498
– – 0.58% 58
2014
Q1 		$5.22M Buy
111,498
+35,743
+47% +$1.57M 0.74% 30
2013
Q4 		$3.21M Buy
75,755
+59,715
+372% +$2.33M 0.65% 37
2013
Q3 		$628K Buy
16,040
+4,058
+34% +$164K 0.19% 192
2013
Q2 		$487K Buy
+11,982
New +$469K 0.16% 189

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Richard Bernstein Advisors's EME Position: Q1 2026 in Review

Richard Bernstein Advisors opened a new position in Emcor (EME) in Q1 2026: 4,487 shares worth $3.31M. The stake represents 0.1% of the portfolio and ranks #36 among its holdings. This is a return to the name: Richard Bernstein Advisors previously reported a position in EME as recently as Q2 2015.

Richard Bernstein Advisors first reported a position in EME in Q2 2013 and has held it in 10 quarters since. The position peaked at $5.29M in Q1 2015. 1,161 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Richard Bernstein Advisors held 4,487 shares of Emcor worth $3.31M as of Q1 2026.
  • Emcor was a new Richard Bernstein Advisors position in Q1 2026.
  • Emcor made up 0.1% of Richard Bernstein Advisors's portfolio in Q1 2026, its #36 holding.
  • Richard Bernstein Advisors first reported a position in Emcor in Q2 2013 and has held it in 10 quarters since.
  • Richard Bernstein Advisors's Emcor position peaked at $5.29M in Q1 2015.
  • 1,161 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.