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Talon Private Wealth’s Emcor EME Stock Holding History

Talon Private Wealth’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 		$3.31M Buy
+4,484
New +$3.26M 0.44% 44
2025
Q2 		$2.63M Sell
4,911
-322
-6% -$142K 0.36% 43
2025
Q1 		$1.96M Buy
5,233
+5,155
+6,609% +$2.23M 0.26% 68
2024
Q4 		$35.4K Buy
+78
New +$36.9K 0.01% 168

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

Talon Private Wealth's EME Position: Q1 2026 in Review

Talon Private Wealth opened a new position in Emcor (EME) in Q1 2026: 4,484 shares worth $3.31M. The stake represents 0.44% of the portfolio and ranks #44 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in EME as recently as Q2 2025.

Talon Private Wealth first reported a position in EME in Q4 2024 and has held it in 4 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Talon Private Wealth held 4,484 shares of Emcor worth $3.31M as of Q1 2026.
  • Emcor was a new Talon Private Wealth position in Q1 2026.
  • Emcor made up 0.44% of Talon Private Wealth's portfolio in Q1 2026, its #44 holding.
  • Talon Private Wealth first reported a position in Emcor in Q4 2024 and has held it in 4 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.