Strategy Asset Managers’s Emcor EME Stock Holding History

Strategy Asset Managers’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	$384K	Sell	520 -3	-0.6%	-$2.18K	0.06%	186
2025 Q4	$320K	Sell	523 -99	-16%	-$64.1K	0.05%	200
2025 Q3	$404K	Sell	622 -29	-4%	-$17.6K	0.07%	166
2025 Q2	$348K	Sell	651 -4	-0.6%	-$1.76K	0.07%	181
2025 Q1	$242K	Sell	655 -30	-4%	-$13K	0.05%	226
2024 Q4	$311K	Sell	685 -203	-23%	-$96K	0.06%	201
2024 Q3	$382K	Buy	+888	New	+$335K	0.07%	175
2024 Q2	–	Sell	-900	Closed	-$315K	–	257
2024 Q1	$315K	Buy	+900	New	+$242K	0.07%	179
2023 Q4	–	Sell	-953	Closed	-$201K	–	232
2023 Q3	$201K	Buy	+953	New	+$199K	0.05%	224

Other funds holding EME

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategy Asset Managers's EME Position: Q1 2026 in Review

Strategy Asset Managers reduced its Emcor (EME) stake by 0.57% in Q1 2026, selling an estimated $2.18K and leaving 520 shares worth $384K. The position accounts for 0.06% of the portfolio, ranked #186.

Strategy Asset Managers first reported a position in EME in Q3 2023 and has held it in 9 quarters since. The position peaked at $404K in Q3 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

Strategy Asset Managers held 520 shares of Emcor worth $384K as of Q1 2026.
Strategy Asset Managers sold 3 Emcor shares in Q1 2026, an estimated $2.18K.
Emcor made up 0.06% of Strategy Asset Managers's portfolio in Q1 2026, its #186 holding.
Strategy Asset Managers first reported a position in Emcor in Q3 2023 and has held it in 9 quarters since.
Strategy Asset Managers's Emcor position peaked at $404K in Q3 2025.
1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Strategy Asset Managers's 13F filing for Q1 2026, filed 12 May 2026.