RFP
EME icon

Root Financial Partners’s Emcor EME Stock Holding History

Root Financial Partners’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 		$351K Buy
423
+60
+17% +$50.8K 0.01% 255
2026
Q1 		$268K Buy
363
+207
+133% +$151K 0.01% 276
2025
Q4 		$95.5K Sell
156
-15
-9% -$9.71K ﹤0.01% 480
2025
Q3 		$111K Buy
+171
New +$104K 0.01% 415

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

Root Financial Partners's EME Position: Q2 2026 in Review

Root Financial Partners increased its Emcor (EME) stake by 17% in Q2 2026, buying an estimated $50.8K and bringing the position to 423 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #255.

Root Financial Partners first reported a position in EME in Q3 2025 and has held it in 4 quarters since. 1,247 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Root Financial Partners held 423 shares of Emcor worth $351K as of Q2 2026.
  • Root Financial Partners bought 60 Emcor shares in Q2 2026, an estimated $50.8K.
  • Emcor made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #255 holding.
  • Root Financial Partners first reported a position in Emcor in Q3 2025 and has held it in 4 quarters since.
  • 1,247 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.