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Affinity Investment Advisors’s Emcor EME Stock Holding History

Affinity Investment 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
-395
Closed -$292K – 146
2026
Q1 		$292K Buy
395
+45
+13% +$32.8K 0.18% 115
2025
Q4 		$214K Sell
350
-113
-24% -$73.2K 0.14% 135
2025
Q3 		$301K Buy
463
+34
+8% +$20.6K 0.2% 105
2025
Q2 		$229K Buy
+429
New +$189K 0.17% 124
2022
Q1 		– Sell
-8,539
Closed -$1.09M – 201
2021
Q4 		$1.09M Buy
8,539
+35
+0.4% +$4.33K 0.44% 74
2021
Q3 		$981K Sell
8,504
-160
-2% -$19.2K 0.44% 72
2021
Q2 		$1.07M Hold
8,664
– – 0.48% 69
2021
Q1 		$972K Hold
8,664
– – 0.36% 81
2020
Q4 		$792K Sell
8,664
-33
-0.4% -$2.65K 0.32% 90
2020
Q3 		$589K Hold
8,697
– – 0.26% 96
2020
Q2 		$575K Hold
8,697
– – 0.27% 93
2020
Q1 		$533K Buy
8,697
+2,590
+42% +$200K 0.27% 76
2019
Q4 		$527K Buy
6,107
+33
+0.5% +$2.9K 0.19% 89
2019
Q3 		$523K Hold
6,074
– – 0.16% 78
2019
Q2 		$535K Sell
6,074
-600
-9% -$48.6K 0.15% 79
2019
Q1 		$488K Buy
6,674
+1,034
+18% +$70.1K 0.1% 81
2018
Q4 		$337K Sell
5,640
-1,704
-23% -$118K 0.06% 103
2018
Q3 		$552K Buy
7,344
+2,034
+38% +$157K 0.07% 86
2018
Q2 		$405K Hold
5,310
– – 0.06% 130
2018
Q1 		$414K Buy
5,310
+1,236
+30% +$98K 0.05% 118
2017
Q4 		$333K Buy
4,074
+49
+1% +$3.79K 0.04% 123
2017
Q3 		$279K Buy
+4,025
New +$267K 0.03% 139
2017
Q2 		– Sell
-5,501
Closed -$346K – 177
2017
Q1 		$346K Buy
5,501
+1,640
+42% +$109K 0.03% 137
2016
Q4 		$273K Buy
+3,861
New +$253K 0.03% 138

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

Affinity Investment Advisors's EME Position: Q2 2026 in Review

Affinity Investment Advisors sold out of Emcor (EME) in Q2 2026, closing a stake of 395 shares — an estimated $292K sold.

Affinity Investment Advisors first reported a position in EME in Q4 2016 and held it in 24 quarters. The position peaked at $1.09M in Q4 2021. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Affinity Investment Advisors reported no remaining Emcor position as of Q2 2026 after selling out during the quarter.
  • Affinity Investment Advisors sold 395 Emcor shares in Q2 2026, an estimated $292K.
  • Affinity Investment Advisors first reported a position in Emcor in Q4 2016 and held it in 24 quarters.
  • Affinity Investment Advisors's Emcor position peaked at $1.09M in Q4 2021.
  • 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Affinity Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.