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Bell Investment Advisors’s Emcor EME Stock Holding History

Bell 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 		$17.4K Buy
21
+1
+5% +$846 ﹤0.01% 518
2026
Q1 		$14.8K Buy
20
+4
+25% +$2.91K ﹤0.01% 540
2025
Q4 		$9.79K Buy
16
+1
+7% +$648 ﹤0.01% 701
2025
Q3 		$9.74K Sell
15
-6
-29% -$3.64K ﹤0.01% 652
2025
Q2 		$11.2K Buy
21
+8
+62% +$3.53K ﹤0.01% 630
2025
Q1 		$4.81K Hold
13
– – ﹤0.01% 931
2024
Q4 		$5.9K Buy
13
+4
+44% +$1.89K ﹤0.01% 854
2024
Q3 		$3.88K Buy
9
+1
+13% +$377 ﹤0.01% 1066
2024
Q2 		$2.92K Buy
8
+1
+14% +$369 ﹤0.01% 1187
2024
Q1 		$2.45K Buy
7
+3
+75% +$805 ﹤0.01% 1259
2023
Q4 		$862 Sell
4
-2
-33% -$420 ﹤0.01% 1628
2023
Q3 		$1.26K Sell
6
-3
-33% -$628 ﹤0.01% 1479
2023
Q2 		$1.66K Sell
9
-3
-25% -$502 ﹤0.01% 1389
2023
Q1 		$1.95K Buy
12
+3
+33% +$461 ﹤0.01% 1279
2022
Q4 		$1.33K Hold
9
– – ﹤0.01% 1469
2022
Q3 		$1K Buy
9
+4
+80% +$457 ﹤0.01% 1391
2022
Q2 		$1K Buy
+5
New +$535 ﹤0.01% 1414

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 $3.38T AUM 44.17% 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

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

Bell Investment Advisors increased its Emcor (EME) stake by 5% in Q2 2026, buying an estimated $846 and bringing the position to 21 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Bell Investment Advisors first reported a position in EME in Q2 2022 and has held it in 17 quarters since. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Bell Investment Advisors held 21 shares of Emcor worth $17.4K as of Q2 2026.
  • Bell Investment Advisors bought 1 Emcor share in Q2 2026, an estimated $846.
  • Emcor made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #518 holding.
  • Bell Investment Advisors first reported a position in Emcor in Q2 2022 and has held it in 17 quarters since.
  • 1,251 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.