SSCM
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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
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 $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

Sovereign's Capital Management's EME Position: Q1 2026 in Review

Sovereign's Capital Management reduced its Emcor (EME) stake by 58% in Q1 2026, selling an estimated $322K and leaving 315 shares worth $233K. The position accounts for 0.17% of the portfolio, ranked #73.

Sovereign's Capital Management first reported a position in EME in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.55M in Q2 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Sovereign's Capital Management held 315 shares of Emcor worth $233K as of Q1 2026.
  • Sovereign's Capital Management sold 443 Emcor shares in Q1 2026, an estimated $322K.
  • Emcor made up 0.17% of Sovereign's Capital Management's portfolio in Q1 2026, its #73 holding.
  • Sovereign's Capital Management first reported a position in Emcor in Q1 2025 and has held it in 5 quarters since.
  • Sovereign's Capital Management's Emcor position peaked at $1.55M in Q2 2025.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Sovereign's Capital Management's 13F filing for Q1 2026, filed 15 May 2026.