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Addison Advisors’s Emcor EME Stock Holding History

Addison 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
Q2 		– Sell
-52
Closed -$38.4K – 788
2026
Q1 		$38.4K Hold
52
– – 0.01% 468
2025
Q4 		$31.8K Hold
52
– – 0.01% 488
2025
Q3 		$33.8K Hold
52
– – 0.01% 469
2025
Q2 		$27.8K Buy
52
+3
+6% +$1.32K 0.01% 492
2025
Q1 		$18.1K Hold
49
– – ﹤0.01% 518
2024
Q4 		$22.2K Hold
49
– – 0.01% 491
2024
Q3 		$21.1K Sell
49
-80
-62% -$30.2K 0.01% 497
2024
Q2 		$47.1K Buy
129
+80
+163% +$29.5K 0.02% 384
2024
Q1 		$17.2K Hold
49
– – 0.01% 476
2023
Q4 		$10.6K Buy
+49
New +$10.3K ﹤0.01% 508

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

Addison Advisors's EME Position: Q2 2026 in Review

Addison Advisors sold out of Emcor (EME) in Q2 2026, closing a stake of 52 shares — an estimated $38.4K sold.

Addison Advisors first reported a position in EME in Q4 2023 and held it in 10 quarters. The position peaked at $47.1K in Q2 2024. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Addison Advisors reported no remaining Emcor position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 52 Emcor shares in Q2 2026, an estimated $38.4K.
  • Addison Advisors first reported a position in Emcor in Q4 2023 and held it in 10 quarters.
  • Addison Advisors's Emcor position peaked at $47.1K in Q2 2024.
  • 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.