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 Q3	$398K	Buy	528 +13	+3%	+$10K	0.06%	175
2026 Q2	$427K	Sell	515 -5	-1%	-$4.23K	0.06%	175
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Strategy Asset Managers's EME Position: Q3 2026 in Review

Strategy Asset Managers increased its Emcor (EME) stake by 2.5% in Q3 2026, buying an estimated $10K and bringing the position to 528 shares worth $398K. The position accounts for 0.06% of the portfolio, ranked #175.

Strategy Asset Managers first reported a position in EME in Q3 2023 and has held it in 11 quarters since. The position peaked at $427K in Q2 2026. 212 funds tracked by Wall St. Rank hold EME as of Q3 2026.

Strategy Asset Managers held 528 shares of Emcor worth $398K as of Q3 2026.
Strategy Asset Managers bought 13 Emcor shares in Q3 2026, an estimated $10K.
Emcor made up 0.06% of Strategy Asset Managers's portfolio in Q3 2026, its #175 holding.
Strategy Asset Managers first reported a position in Emcor in Q3 2023 and has held it in 11 quarters since.
Strategy Asset Managers's Emcor position peaked at $427K in Q2 2026.
212 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Strategy Asset Managers's 13F filing for Q3 2026, filed 14 Oct 2026.