SFS
EME icon

Sowell Financial Services’s Emcor EME Stock Holding History

Sowell Financial Services’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 		$1.64M Sell
1,976
-93
-4% -$78.7K 0.05% 356
2026
Q1 		$1.53M Sell
2,069
-34
-2% -$24.7K 0.06% 356
2025
Q4 		$1.29M Buy
2,103
+46
+2% +$29.8K 0.05% 377
2025
Q3 		$1.34M Sell
2,057
-181
-8% -$110K 0.05% 361
2025
Q2 		$1.2M Sell
2,238
-415
-16% -$183K 0.05% 365
2025
Q1 		$981K Buy
+2,653
New +$1.15M 0.04% 391
2021
Q2 		– Sell
-680
Closed -$84K – 1142
2021
Q1 		$84K Buy
680
+676
+16,900% +$67.8K ﹤0.01% 1440
2020
Q4 		$0 Sell
4
-1
-20% -$80 ﹤0.01% 2726
2020
Q3 		$0 Sell
5
-1
-17% -$69 ﹤0.01% 2572
2020
Q2 		$0 Hold
6
– – ﹤0.01% 2508
2020
Q1 		$0 Sell
6
-29
-83% -$2.23K ﹤0.01% 2487
2019
Q4 		$3K Sell
35
-24
-41% -$2.11K ﹤0.01% 2051
2019
Q3 		$5K Buy
+59
New +$5.02K ﹤0.01% 1757

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

Sowell Financial Services's EME Position: Q2 2026 in Review

Sowell Financial Services reduced its Emcor (EME) stake by 4.5% in Q2 2026, selling an estimated $78.7K and leaving 1,976 shares worth $1.64M. The position accounts for 0.05% of the portfolio, ranked #356.

Sowell Financial Services first reported a position in EME in Q3 2019 and has held it in 13 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Sowell Financial Services held 1,976 shares of Emcor worth $1.64M as of Q2 2026.
  • Sowell Financial Services sold 93 Emcor shares in Q2 2026, an estimated $78.7K.
  • Emcor made up 0.05% of Sowell Financial Services's portfolio in Q2 2026, its #356 holding.
  • Sowell Financial Services first reported a position in Emcor in Q3 2019 and has held it in 13 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.