UF
EME icon

Univest Financial’s Emcor EME Stock Holding History

Univest Financial’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 		$6.55M Sell
8,878
-735
-8% -$535K 0.37% 53
2025
Q4 		$5.88M Sell
9,613
-129
-1% -$83.5K 0.31% 59
2025
Q3 		$6.33M Sell
9,742
-1,678
-15% -$1.02M 0.35% 58
2025
Q2 		$6.11M Buy
11,420
+5,647
+98% +$2.49M 0.37% 58
2025
Q1 		$2.13M Buy
+5,773
New +$2.5M 0.14% 113

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

Univest Financial's EME Position: Q1 2026 in Review

Univest Financial reduced its Emcor (EME) stake by 7.6% in Q1 2026, selling an estimated $535K and leaving 8,878 shares worth $6.55M. The position accounts for 0.37% of the portfolio, ranked #53.

Univest Financial first reported a position in EME in Q1 2025 and has held it in 5 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Univest Financial held 8,878 shares of Emcor worth $6.55M as of Q1 2026.
  • Univest Financial sold 735 Emcor shares in Q1 2026, an estimated $535K.
  • Emcor made up 0.37% of Univest Financial's portfolio in Q1 2026, its #53 holding.
  • Univest Financial first reported a position in Emcor in Q1 2025 and has held it in 5 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.