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SkyOak Wealth’s Emcor EME Stock Holding History

SkyOak Wealth’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
-460
Closed -$281K – 261
2025
Q4 		$281K Sell
460
-20
-4% -$13K 0.05% 191
2025
Q3 		$312K Sell
480
-180
-27% -$109K 0.06% 182
2025
Q2 		$353K Hold
660
– – 0.07% 154
2025
Q1 		$244K Sell
660
-106
-14% -$45.8K 0.05% 198
2024
Q4 		$348K Sell
766
-55
-7% -$26K 0.07% 152
2024
Q3 		$353K Sell
821
-64
-7% -$24.2K 0.08% 146
2024
Q2 		$323K Sell
885
-105
-11% -$38.7K 0.08% 165
2024
Q1 		$347K Buy
+990
New +$266K 0.08% 165

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

SkyOak Wealth's EME Position: Q1 2026 in Review

SkyOak Wealth sold out of Emcor (EME) in Q1 2026, closing a stake of 460 shares — an estimated $281K sold.

SkyOak Wealth first reported a position in EME in Q1 2024 and held it in 8 quarters. The position peaked at $353K in Q3 2024. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • SkyOak Wealth reported no remaining Emcor position as of Q1 2026 after selling out during the quarter.
  • SkyOak Wealth sold 460 Emcor shares in Q1 2026, an estimated $281K.
  • SkyOak Wealth first reported a position in Emcor in Q1 2024 and held it in 8 quarters.
  • SkyOak Wealth's Emcor position peaked at $353K in Q3 2024.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.