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Synergy Investment Management’s Emcor EME Stock Holding History

Synergy Investment 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 		$44.1K Sell
53
-1
-2% -$846 0.01% 396
2026
Q1 		$40K Buy
+54
New +$39.3K 0.01% 310
2025
Q2 		– Sell
-53
Closed -$19.6K – 221
2025
Q1 		$19.6K Sell
53
-1
-2% -$432 0.01% 315
2024
Q4 		$24.1K Buy
+54
New +$25.5K 0.01% 303

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 $3.38T AUM 44.17% 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

Synergy Investment Management's EME Position: Q2 2026 in Review

Synergy Investment Management reduced its Emcor (EME) stake by 1.9% in Q2 2026, selling an estimated $846 and leaving 53 shares worth $44.1K. The position accounts for 0.01% of the portfolio, ranked #396.

Synergy Investment Management first reported a position in EME in Q4 2024 and has held it in 4 quarters since. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Synergy Investment Management held 53 shares of Emcor worth $44.1K as of Q2 2026.
  • Synergy Investment Management sold 1 Emcor share in Q2 2026, an estimated $846.
  • Emcor made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #396 holding.
  • Synergy Investment Management first reported a position in Emcor in Q4 2024 and has held it in 4 quarters since.
  • 1,251 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

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