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Worthington Financial Partners’s Emcor EME Stock Holding History

Worthington Financial 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
Q2 		$962K Buy
1,159
+9
+0.8% +$7.61K 0.8% 45
2026
Q1 		$849K Sell
1,150
-1,506
-57% -$1.1M 0.73% 45
2025
Q4 		$1.63M Buy
+2,656
New +$1.72M 1.44% 17

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Worthington Financial Partners's EME Position: Q2 2026 in Review

Worthington Financial Partners increased its Emcor (EME) stake by 0.78% in Q2 2026, buying an estimated $7.61K and bringing the position to 1,159 shares worth $962K. The position accounts for 0.8% of the portfolio, ranked #45.

Worthington Financial Partners first reported a position in EME in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.63M in Q4 2025. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Worthington Financial Partners held 1,159 shares of Emcor worth $962K as of Q2 2026.
  • Worthington Financial Partners bought 9 Emcor shares in Q2 2026, an estimated $7.61K.
  • Emcor made up 0.8% of Worthington Financial Partners's portfolio in Q2 2026, its #45 holding.
  • Worthington Financial Partners first reported a position in Emcor in Q4 2025 and has held it in 3 quarters since.
  • Worthington Financial Partners's Emcor position peaked at $1.63M in Q4 2025.
  • 1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Worthington Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.