Advisory Research’s Emcor EME Stock Holding History

Advisory Research’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	$2.99M	Sell	3,603 -21	-0.6%	-$17.8K	0.3%	61
2026 Q1	$2.68M	Sell	3,624 -322	-8%	-$234K	0.33%	60
2025 Q4	$2.41M	Buy	3,946 +89	+2%	+$57.6K	0.3%	66
2025 Q3	$2.51M	Buy	3,857 +227	+6%	+$138K	0.33%	68
2025 Q2	$1.94M	Buy	3,630 +1,192	+49%	+$526K	0.3%	72
2025 Q1	$901K	Sell	2,438 -13,902	-85%	-$6.01M	0.16%	111
2024 Q4	$7.42M	Sell	16,340 -171	-1%	-$80.9K	1.23%	28
2024 Q3	$7.11M	Buy	16,511 +2,137	+15%	+$807K	1.26%	27
2024 Q2	$5.25M	Buy	+14,374	New	+$5.3M	0.99%	33
2020 Q1	–	Sell	-16,534	Closed	-$1.43M	–	298
2019 Q4	$1.43M	Sell	16,534 -709	-4%	-$62.4K	0.07%	141
2019 Q3	$1.49M	Buy	17,243 +2,002	+13%	+$170K	0.07%	142
2019 Q2	$1.34M	Buy	+15,241	New	+$1.24M	0.03%	227

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Advisory Research's EME Position: Q2 2026 in Review

Advisory Research reduced its Emcor (EME) stake by 0.58% in Q2 2026, selling an estimated $17.8K and leaving 3,603 shares worth $2.99M. The position accounts for 0.3% of the portfolio, ranked #61.

Advisory Research first reported a position in EME in Q2 2019 and has held it in 12 quarters since. The position peaked at $7.42M in Q4 2024. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Advisory Research held 3,603 shares of Emcor worth $2.99M as of Q2 2026.
Advisory Research sold 21 Emcor shares in Q2 2026, an estimated $17.8K.
Emcor made up 0.3% of Advisory Research's portfolio in Q2 2026, its #61 holding.
Advisory Research first reported a position in Emcor in Q2 2019 and has held it in 12 quarters since.
Advisory Research's Emcor position peaked at $7.42M in Q4 2024.
1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.