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Waverly Advisors’s Emcor EME Stock Holding History

Waverly 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 		$1.15M Buy
1,551
+564
+57% +$411K 0.01% 791
2025
Q4 		$604K Buy
987
+267
+37% +$173K ﹤0.01% 934
2025
Q3 		$468K Buy
720
+101
+16% +$61.3K ﹤0.01% 867
2025
Q2 		$331K Buy
+619
New +$273K ﹤0.01% 933

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

Waverly Advisors's EME Position: Q1 2026 in Review

Waverly Advisors increased its Emcor (EME) stake by 57% in Q1 2026, buying an estimated $411K and bringing the position to 1,551 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #791.

Waverly Advisors first reported a position in EME in Q2 2025 and has held it in 4 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Waverly Advisors held 1,551 shares of Emcor worth $1.15M as of Q1 2026.
  • Waverly Advisors bought 564 Emcor shares in Q1 2026, an estimated $411K.
  • Emcor made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #791 holding.
  • Waverly Advisors first reported a position in Emcor in Q2 2025 and has held it in 4 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

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