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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
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 $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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Affinity Investment Advisors's EME Position: Q1 2026 in Review

Affinity Investment Advisors increased its Emcor (EME) stake by 13% in Q1 2026, buying an estimated $32.8K and bringing the position to 395 shares worth $292K. The position accounts for 0.18% of the portfolio, ranked #115.

Affinity Investment Advisors first reported a position in EME in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.09M in Q4 2021. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Affinity Investment Advisors held 395 shares of Emcor worth $292K as of Q1 2026.
  • Affinity Investment Advisors bought 45 Emcor shares in Q1 2026, an estimated $32.8K.
  • Emcor made up 0.18% of Affinity Investment Advisors's portfolio in Q1 2026, its #115 holding.
  • Affinity Investment Advisors first reported a position in Emcor in Q4 2016 and has held it in 24 quarters since.
  • Affinity Investment Advisors's Emcor position peaked at $1.09M in Q4 2021.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.