Cambridge Advisors’s Emcor EME Stock Holding History

Cambridge 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	$1.98M	Sell	2,390 -14	-0.6%	-$11.8K	0.34%	49
2026 Q1	$1.77M	Sell	2,404 -70	-3%	-$50.9K	0.34%	48
2025 Q4	$1.51M	Sell	2,474 -40	-2%	-$25.9K	0.29%	60
2025 Q3	$1.63M	Sell	2,514 -16	-0.6%	-$9.71K	0.32%	51
2025 Q2	$1.35M	Hold	2,530	–	–	0.28%	60
2025 Q1	$935K	Hold	2,530	–	–	0.2%	77
2024 Q4	$1.15M	Sell	2,530 -100	-4%	-$47.3K	0.26%	62
2024 Q3	$1.13M	Sell	2,630 -100	-4%	-$37.7K	0.25%	67
2024 Q2	$997K	Sell	2,730 -200	-7%	-$73.8K	0.23%	70
2024 Q1	$1.03M	Sell	2,930 -200	-6%	-$53.7K	0.24%	67
2023 Q4	$674K	Hold	3,130	–	–	0.17%	91
2023 Q3	$659K	Sell	3,130 -75	-2%	-$15.7K	0.18%	90
2023 Q2	$592K	Hold	3,205	–	–	0.15%	96
2023 Q1	$521K	Sell	3,205 -135	-4%	-$20.8K	0.13%	112
2022 Q4	$495K	Sell	3,340 -20	-0.6%	-$2.84K	0.13%	115
2022 Q3	$388K	Hold	3,360	–	–	0.11%	121
2022 Q2	$346K	Sell	3,360 -200	-6%	-$21.4K	0.09%	132
2022 Q1	$401K	Sell	3,560 -219	-6%	-$25.8K	0.1%	134
2021 Q4	$481K	Sell	3,779 -580	-13%	-$71.8K	0.11%	127
2021 Q3	$503K	Sell	4,359 -40	-0.9%	-$4.79K	0.12%	119
2021 Q2	$542K	Hold	4,399	–	–	0.13%	109
2021 Q1	$493K	Hold	4,399	–	–	0.13%	109
2020 Q4	$402K	Sell	4,399 -15	-0.3%	-$1.21K	0.11%	110
2020 Q3	$299K	Hold	4,414	–	–	0.09%	124
2020 Q2	$292K	Hold	4,414	–	–	0.09%	118
2020 Q1	$271K	Hold	4,414	–	–	0.1%	115
2019 Q4	$381K	Hold	4,414	–	–	0.12%	109
2019 Q3	$380K	Hold	4,414	–	–	0.13%	98
2019 Q2	$389K	Hold	4,414	–	–	0.13%	101
2019 Q1	$323K	Hold	4,414	–	–	0.11%	108
2018 Q4	$263K	Hold	4,414	–	–	0.1%	113
2018 Q3	$332K	Sell	4,414 -150	-3%	-$11.6K	0.11%	109
2018 Q2	$348K	Sell	4,564 -1,000	-18%	-$77.5K	0.12%	105
2018 Q1	$434K	Hold	5,564	–	–	0.16%	95
2017 Q4	$455K	Sell	5,564 -280	-5%	-$21.7K	0.16%	92
2017 Q3	$405K	Sell	5,844 -326	-5%	-$21.6K	0.16%	93
2017 Q2	$403K	Sell	6,170 -50	-0.8%	-$3.22K	0.16%	94
2017 Q1	$392K	Hold	6,220	–	–	0.16%	98
2016 Q4	$440K	Sell	6,220 -100	-2%	-$6.55K	0.19%	90
2016 Q3	$377K	Sell	6,320 -200	-3%	-$11.1K	0.17%	98
2016 Q2	$321K	Hold	6,520	–	–	0.15%	106
2016 Q1	$317K	Hold	6,520	–	–	0.15%	106
2015 Q4	$313K	Hold	6,520	–	–	0.18%	106
2015 Q3	$289K	Hold	6,520	–	–	0.17%	106
2015 Q2	$311K	Sell	6,520 -4,409	-40%	-$205K	0.18%	102
2015 Q1	$367K	Buy	10,929 +4,409	+68%	+$191K	0.21%	88
2014 Q4	$290K	Buy	+6,520	New	+$281K	0.18%	104

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

Cambridge Advisors's EME Position: Q2 2026 in Review

Cambridge Advisors reduced its Emcor (EME) stake by 0.58% in Q2 2026, selling an estimated $11.8K and leaving 2,390 shares worth $1.98M. The position accounts for 0.34% of the portfolio, ranked #49.

Cambridge Advisors first reported a position in EME in Q4 2014 and has held it in 47 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Cambridge Advisors held 2,390 shares of Emcor worth $1.98M as of Q2 2026.
Cambridge Advisors sold 14 Emcor shares in Q2 2026, an estimated $11.8K.
Emcor made up 0.34% of Cambridge Advisors's portfolio in Q2 2026, its #49 holding.
Cambridge Advisors first reported a position in Emcor in Q4 2014 and has held it in 47 quarters since.
1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.