Applied Finance Capital Management’s Emcor EME Stock Holding History

Applied Finance Capital Management’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	$661K	Buy	797 +208	+35%	+$176K	0.05%	132
2026 Q1	$435K	Buy	589 +47	+9%	+$34.2K	0.03%	162
2025 Q4	$332K	Sell	542 -394	-42%	-$255K	0.02%	183
2025 Q3	$608K	Sell	936 -195	-17%	-$118K	0.04%	161
2025 Q2	$605K	Buy	+1,131	New	+$499K	0.04%	181
2025 Q1	–	Sell	-1,145	Closed	-$520K	–	310
2024 Q4	$520K	Hold	1,145	–	–	0.02%	198
2024 Q3	$493K	Buy	1,145 +52	+5%	+$19.6K	0.02%	198
2024 Q2	$399K	Buy	+1,093	New	+$403K	0.02%	223

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

Applied Finance Capital Management's EME Position: Q2 2026 in Review

Applied Finance Capital Management increased its Emcor (EME) stake by 35% in Q2 2026, buying an estimated $176K and bringing the position to 797 shares worth $661K. The position accounts for 0.05% of the portfolio, ranked #132.

Applied Finance Capital Management first reported a position in EME in Q2 2024 and has held it in 8 quarters since. 1,244 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Applied Finance Capital Management held 797 shares of Emcor worth $661K as of Q2 2026.
Applied Finance Capital Management bought 208 Emcor shares in Q2 2026, an estimated $176K.
Emcor made up 0.05% of Applied Finance Capital Management's portfolio in Q2 2026, its #132 holding.
Applied Finance Capital Management first reported a position in Emcor in Q2 2024 and has held it in 8 quarters since.
1,244 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.