WBI Investments’s Emcor EME Stock Holding History

WBI Investments’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	$1.22M	Sell	1,650 -314	-16%	-$229K	0.34%	75
2025 Q4	$1.2M	Buy	1,964 +283	+17%	+$183K	0.31%	84
2025 Q3	$1.09M	Buy	1,681 +994	+145%	+$603K	0.28%	95
2025 Q2	$367K	Buy	+687	New	+$303K	0.1%	193
2025 Q1	–	Sell	-817	Closed	-$371K	–	248
2024 Q4	$371K	Sell	817 -3,888	-83%	-$1.84M	0.09%	169
2024 Q3	$2.03M	Buy	4,705 +1,404	+43%	+$530K	0.49%	54
2024 Q2	$1.21M	Buy	+3,301	New	+$1.22M	0.29%	89
2019 Q3	–	Sell	-4,730	Closed	-$417K	–	229
2019 Q2	$417K	Buy	+4,730	New	+$383K	0.04%	200
2015 Q2	–	Sell	-85,016	Closed	-$3.95M	–	234
2015 Q1	$3.95M	Buy	+85,016	New	+$3.69M	0.09%	150

Other funds holding EME

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WBI Investments's EME Position: Q1 2026 in Review

WBI Investments reduced its Emcor (EME) stake by 16% in Q1 2026, selling an estimated $229K and leaving 1,650 shares worth $1.22M. The position accounts for 0.34% of the portfolio, ranked #75.

WBI Investments first reported a position in EME in Q1 2015 and has held it in 9 quarters since. The position peaked at $3.95M in Q1 2015. 1,158 funds tracked by Wall St. Rank hold EME as of Q1 2026.

WBI Investments held 1,650 shares of Emcor worth $1.22M as of Q1 2026.
WBI Investments sold 314 Emcor shares in Q1 2026, an estimated $229K.
Emcor made up 0.34% of WBI Investments's portfolio in Q1 2026, its #75 holding.
WBI Investments first reported a position in Emcor in Q1 2015 and has held it in 9 quarters since.
WBI Investments's Emcor position peaked at $3.95M in Q1 2015.
1,158 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.