Wright Investors Service’s Emcor EME Stock Holding History

Wright Investors Service’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	–	Sell	-946	Closed	-$579K	–	156
2025 Q4	$579K	Sell	946 -59	-6%	-$38.2K	0.17%	106
2025 Q3	$653K	Sell	1,005 -39	-4%	-$23.7K	0.19%	101
2025 Q2	$558K	Buy	1,044 +11	+1%	+$4.85K	0.17%	106
2025 Q1	$382K	Sell	1,033 -34	-3%	-$14.7K	0.13%	129
2024 Q4	$484K	Buy	+1,067	New	+$505K	0.16%	113
2020 Q3	–	Sell	-4,455	Closed	-$295K	–	156
2020 Q2	$295K	Buy	+4,455	New	+$279K	0.11%	133
2018 Q2	–	Sell	-2,775	Closed	-$216K	–	158
2018 Q1	$216K	Sell	2,775 -102	-4%	-$8.08K	0.07%	182
2017 Q4	$235K	Sell	2,877 -180	-6%	-$13.9K	0.08%	188
2017 Q3	$212K	Sell	3,057 -93	-3%	-$6.16K	0.08%	205
2017 Q2	$206K	Buy	+3,150	New	+$203K	0.08%	219

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

Wright Investors Service's EME Position: Q1 2026 in Review

Wright Investors Service sold out of Emcor (EME) in Q1 2026, closing a stake of 946 shares — an estimated $579K sold.

Wright Investors Service first reported a position in EME in Q2 2017 and held it in 10 quarters. The position peaked at $653K in Q3 2025. 1,158 funds tracked by Wall St. Rank hold EME as of Q1 2026.

Wright Investors Service reported no remaining Emcor position as of Q1 2026 after selling out during the quarter.
Wright Investors Service sold 946 Emcor shares in Q1 2026, an estimated $579K.
Wright Investors Service first reported a position in Emcor in Q2 2017 and held it in 10 quarters.
Wright Investors Service's Emcor position peaked at $653K in Q3 2025.
1,158 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.