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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
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 $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

Root Financial Partners's EME Position: Q1 2026 in Review

Root Financial Partners increased its Emcor (EME) stake by 133% in Q1 2026, buying an estimated $151K and bringing the position to 363 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #276.

Root Financial Partners first reported a position in EME in Q3 2025 and has held it in 3 quarters since. 1,158 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Root Financial Partners held 363 shares of Emcor worth $268K as of Q1 2026.
  • Root Financial Partners bought 207 Emcor shares in Q1 2026, an estimated $151K.
  • Emcor made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #276 holding.
  • Root Financial Partners first reported a position in Emcor in Q3 2025 and has held it in 3 quarters since.
  • 1,158 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.