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Blue Trust Inc’s Emcor EME Stock Holding History

Blue Trust Inc’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 		$1.68M Buy
2,025
+63
+3% +$53.3K 0.02% 210
2026
Q1 		$1.45M Buy
1,962
+147
+8% +$107K 0.02% 232
2025
Q4 		$1.11M Buy
1,815
+382
+27% +$247K 0.01% 268
2025
Q3 		$931K Sell
1,433
-181
-11% -$110K 0.01% 320
2025
Q2 		$863K Buy
1,614
+61
+4% +$26.9K 0.01% 313
2025
Q1 		$574K Buy
1,553
+58
+4% +$25.1K 0.01% 378
2024
Q4 		$679K Sell
1,495
-297
-17% -$141K 0.01% 300
2024
Q3 		$654K Sell
1,792
-1,252
-41% -$473K 0.01% 371
2024
Q2 		$1.07M Buy
3,044
+1,656
+119% +$611K 0.01% 210
2024
Q1 		$486K Buy
1,388
+285
+26% +$76.5K 0.01% 278
2023
Q4 		$233K Buy
1,103
+290
+36% +$60.9K ﹤0.01% 404
2023
Q3 		$150K Buy
813
+511
+169% +$107K ﹤0.01% 510
2023
Q2 		$49K Sell
302
-1,452
-83% -$243K ﹤0.01% 698
2023
Q1 		$259K Buy
1,754
+581
+50% +$89.3K ﹤0.01% 459
2022
Q4 		$135K Buy
1,173
+354
+43% +$50.2K ﹤0.01% 576
2022
Q3 		$84K Buy
819
+493
+151% +$56.3K ﹤0.01% 589
2022
Q2 		$37K Buy
+326
New +$34.9K ﹤0.01% 775

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

Blue Trust Inc's EME Position: Q2 2026 in Review

Blue Trust Inc increased its Emcor (EME) stake by 3.2% in Q2 2026, buying an estimated $53.3K and bringing the position to 2,025 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #210.

Blue Trust Inc first reported a position in EME in Q2 2022 and has held it in 17 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Blue Trust Inc held 2,025 shares of Emcor worth $1.68M as of Q2 2026.
  • Blue Trust Inc bought 63 Emcor shares in Q2 2026, an estimated $53.3K.
  • Emcor made up 0.02% of Blue Trust Inc's portfolio in Q2 2026, its #210 holding.
  • Blue Trust Inc first reported a position in Emcor in Q2 2022 and has held it in 17 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.