UCFA
EME icon

United Capital Financial Advisors’s Emcor EME Stock Holding History

United Capital Financial Advisors’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 		$1.18M Sell
1,604
-1,311
-45% -$954K 0.01% 698
2025
Q4 		$1.78M Buy
2,915
+309
+12% +$200K 0.01% 560
2025
Q3 		$1.69M Buy
2,606
+1,708
+190% +$1.04M 0.01% 505
2025
Q2 		$480K Sell
898
-113
-11% -$49.9K ﹤0.01% 795
2025
Q1 		$374K Sell
1,011
-225
-18% -$97.3K ﹤0.01% 828
2024
Q4 		$561K Buy
1,236
+84
+7% +$39.7K ﹤0.01% 697
2024
Q3 		$496K Buy
1,152
+2
+0.2% +$755 ﹤0.01% 729
2024
Q2 		$420K Buy
1,150
+146
+15% +$53.9K ﹤0.01% 751
2024
Q1 		$352K Buy
+1,004
New +$270K ﹤0.01% 833

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

United Capital Financial Advisors's EME Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Emcor (EME) stake by 45% in Q1 2026, selling an estimated $954K and leaving 1,604 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #698.

United Capital Financial Advisors first reported a position in EME in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.78M in Q4 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • United Capital Financial Advisors held 1,604 shares of Emcor worth $1.18M as of Q1 2026.
  • United Capital Financial Advisors sold 1,311 Emcor shares in Q1 2026, an estimated $954K.
  • Emcor made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #698 holding.
  • United Capital Financial Advisors first reported a position in Emcor in Q1 2024 and has held it in 9 quarters since.
  • United Capital Financial Advisors's Emcor position peaked at $1.78M in Q4 2025.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.