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Ritholtz Wealth Management’s Emcor EME Stock Holding History

Ritholtz Wealth 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
Q1 		$11.5M Sell
15,552
-1,563
-9% -$1.14M 0.2% 56
2025
Q4 		$10.5M Sell
17,115
-1,705
-9% -$1.1M 0.19% 60
2025
Q3 		$12.2M Sell
18,820
-1,530
-8% -$928K 0.24% 45
2025
Q2 		$10.9M Sell
20,350
-1,269
-6% -$560K 0.24% 47
2025
Q1 		$7.99M Sell
21,619
-462
-2% -$200K 0.24% 58
2024
Q4 		$10M Buy
22,081
+371
+2% +$176K 0.29% 42
2024
Q3 		$9.35M Buy
21,710
+473
+2% +$179K 0.28% 44
2024
Q2 		$7.75M Buy
21,237
+78
+0.4% +$28.8K 0.26% 45
2024
Q1 		$7.41M Sell
21,159
-157
-0.7% -$42.1K 0.26% 50
2023
Q4 		$4.59M Sell
21,316
-251
-1% -$52.7K 0.18% 67
2023
Q3 		$4.54M Buy
21,567
+136
+0.6% +$28.4K 0.2% 62
2023
Q2 		$3.96M Buy
21,431
+959
+5% +$160K 0.18% 72
2023
Q1 		$3.33M Buy
20,472
+13,397
+189% +$2.06M 0.17% 79
2022
Q4 		$1.05M Buy
+7,075
New +$1M 0.06% 224

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

Ritholtz Wealth Management's EME Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Emcor (EME) stake by 9.1% in Q1 2026, selling an estimated $1.14M and leaving 15,552 shares worth $11.5M. The position accounts for 0.2% of the portfolio, ranked #56.

Ritholtz Wealth Management first reported a position in EME in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.2M in Q3 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Ritholtz Wealth Management held 15,552 shares of Emcor worth $11.5M as of Q1 2026.
  • Ritholtz Wealth Management sold 1,563 Emcor shares in Q1 2026, an estimated $1.14M.
  • Emcor made up 0.2% of Ritholtz Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Ritholtz Wealth Management first reported a position in Emcor in Q4 2022 and has held it in 14 quarters since.
  • Ritholtz Wealth Management's Emcor position peaked at $12.2M in Q3 2025.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.