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Tower Wealth Partners’s Emcor EME Stock Holding History

Tower Wealth Partners’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 		$295K Sell
399
-2
-0.5% -$1.46K 0.16% 65
2025
Q4 		$245K Buy
401
+3
+0.8% +$1.94K 0.13% 78
2025
Q3 		$259K Buy
+398
New +$241K 0.14% 72

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

Tower Wealth Partners's EME Position: Q1 2026 in Review

Tower Wealth Partners reduced its Emcor (EME) stake by 0.5% in Q1 2026, selling an estimated $1.46K and leaving 399 shares worth $295K. The position accounts for 0.16% of the portfolio, ranked #65.

Tower Wealth Partners first reported a position in EME in Q3 2025 and has held it in 3 quarters since. 1,158 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Tower Wealth Partners held 399 shares of Emcor worth $295K as of Q1 2026.
  • Tower Wealth Partners sold 2 Emcor shares in Q1 2026, an estimated $1.46K.
  • Emcor made up 0.16% of Tower Wealth Partners's portfolio in Q1 2026, its #65 holding.
  • Tower Wealth Partners first reported a position in Emcor in Q3 2025 and has held it in 3 quarters since.
  • 1,158 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.