SPC
EME icon

Sigma Planning Corp’s Emcor EME Stock Holding History

Sigma Planning Corp’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 		$230K Sell
312
-368
-54% -$268K 0.01% 1172
2025
Q4 		$578K Buy
680
+94
+16% +$60.9K 0.02% 743
2025
Q3 		$381K Buy
586
+25
+4% +$15.2K 0.01% 930
2025
Q2 		$300K Buy
+561
New +$248K 0.01% 990

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

Sigma Planning Corp's EME Position: Q1 2026 in Review

Sigma Planning Corp reduced its Emcor (EME) stake by 54% in Q1 2026, selling an estimated $268K and leaving 312 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #1172.

Sigma Planning Corp first reported a position in EME in Q2 2025 and has held it in 4 quarters since. The position peaked at $578K in Q4 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Sigma Planning Corp held 312 shares of Emcor worth $230K as of Q1 2026.
  • Sigma Planning Corp sold 368 Emcor shares in Q1 2026, an estimated $268K.
  • Emcor made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1172 holding.
  • Sigma Planning Corp first reported a position in Emcor in Q2 2025 and has held it in 4 quarters since.
  • Sigma Planning Corp's Emcor position peaked at $578K in Q4 2025.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.