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Sovereign's Capital Management’s Emcor EME Stock Holding History

Sovereign's Capital Management’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
Q2 		$256K Sell
308
-7
-2% -$5.92K 0.17% 65
2026
Q1 		$233K Sell
315
-443
-58% -$322K 0.17% 73
2025
Q4 		$464K Sell
758
-1,113
-59% -$721K 0.28% 66
2025
Q3 		$1.22M Sell
1,871
-1,020
-35% -$619K 0.66% 48
2025
Q2 		$1.55M Buy
2,891
+1,417
+96% +$625K 0.83% 41
2025
Q1 		$545K Buy
+1,474
New +$637K 0.32% 68

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sovereign's Capital Management's EME Position: Q2 2026 in Review

Sovereign's Capital Management reduced its Emcor (EME) stake by 2.2% in Q2 2026, selling an estimated $5.92K and leaving 308 shares worth $256K. The position accounts for 0.17% of the portfolio, ranked #65.

Sovereign's Capital Management first reported a position in EME in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.55M in Q2 2025. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Sovereign's Capital Management held 308 shares of Emcor worth $256K as of Q2 2026.
  • Sovereign's Capital Management sold 7 Emcor shares in Q2 2026, an estimated $5.92K.
  • Emcor made up 0.17% of Sovereign's Capital Management's portfolio in Q2 2026, its #65 holding.
  • Sovereign's Capital Management first reported a position in Emcor in Q1 2025 and has held it in 6 quarters since.
  • Sovereign's Capital Management's Emcor position peaked at $1.55M in Q2 2025.
  • 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Sovereign's Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.