SAG
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SageView Advisory Group’s Emcor EME Stock Holding History

SageView Advisory 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
Q1 		– Sell
-17
Closed -$10.4K – 1128
2025
Q4 		$10.4K Sell
17
-321
-95% -$208K ﹤0.01% 1696
2025
Q3 		$220K Sell
338
-3
-0.9% -$1.82K 0.01% 606
2025
Q2 		$215K Buy
+341
New +$150K 0.01% 583

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

SageView Advisory Group's EME Position: Q1 2026 in Review

SageView Advisory Group sold out of Emcor (EME) in Q1 2026, closing a stake of 17 shares — an estimated $10.4K sold.

SageView Advisory Group first reported a position in EME in Q2 2025 and held it in 3 quarters. The position peaked at $220K in Q3 2025. 1,163 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • SageView Advisory Group reported no remaining Emcor position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 17 Emcor shares in Q1 2026, an estimated $10.4K.
  • SageView Advisory Group first reported a position in Emcor in Q2 2025 and held it in 3 quarters.
  • SageView Advisory Group's Emcor position peaked at $220K in Q3 2025.
  • 1,163 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.