SAI
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Savvy Advisors Inc’s Emcor EME Stock Holding History

Savvy Advisors Inc’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 		$673K Buy
911
+238
+35% +$173K 0.02% 568
2025
Q4 		$412K Buy
673
+278
+70% +$180K 0.01% 637
2025
Q3 		$257K Buy
+395
New +$240K 0.01% 679

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

Savvy Advisors Inc's EME Position: Q1 2026 in Review

Savvy Advisors Inc increased its Emcor (EME) stake by 35% in Q1 2026, buying an estimated $173K and bringing the position to 911 shares worth $673K. The position accounts for 0.02% of the portfolio, ranked #568.

Savvy Advisors Inc first reported a position in EME in Q3 2025 and has held it in 3 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Savvy Advisors Inc held 911 shares of Emcor worth $673K as of Q1 2026.
  • Savvy Advisors Inc bought 238 Emcor shares in Q1 2026, an estimated $173K.
  • Emcor made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #568 holding.
  • Savvy Advisors Inc first reported a position in Emcor in Q3 2025 and has held it in 3 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.