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 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 $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

Advisory Research's EME Position: Q1 2026 in Review

Advisory Research reduced its Emcor (EME) stake by 8.2% in Q1 2026, selling an estimated $234K and leaving 3,624 shares worth $2.68M. The position accounts for 0.33% of the portfolio, ranked #60.

Advisory Research first reported a position in EME in Q2 2019 and has held it in 11 quarters since. The position peaked at $7.42M in Q4 2024. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

Advisory Research held 3,624 shares of Emcor worth $2.68M as of Q1 2026.
Advisory Research sold 322 Emcor shares in Q1 2026, an estimated $234K.
Emcor made up 0.33% of Advisory Research's portfolio in Q1 2026, its #60 holding.
Advisory Research first reported a position in Emcor in Q2 2019 and has held it in 11 quarters since.
Advisory Research's Emcor position peaked at $7.42M in Q4 2024.
1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.