Capital Advisors Ltd’s Emcor EME Stock Holding History

Capital Advisors Ltd’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	$12K	Hold	14	–	–	﹤0.01%	814
2026 Q1	$10K	Buy	14 +5	+56%	+$3.64K	﹤0.01%	823
2025 Q4	$6K	Buy	9 +6	+200%	+$3.88K	﹤0.01%	904
2025 Q3	$2K	Hold	3	–	–	﹤0.01%	1060
2025 Q2	$2K	Sell	3 -1	-25%	-$441	﹤0.01%	1057
2025 Q1	$1K	Buy	4 +1	+33%	+$432	﹤0.01%	1163
2024 Q4	$1K	Hold	3	–	–	﹤0.01%	1188
2024 Q3	$1K	Hold	3	–	–	﹤0.01%	1184
2024 Q2	$1K	Hold	3	–	–	﹤0.01%	1169
2024 Q1	$1K	Hold	3	–	–	﹤0.01%	1171
2023 Q4	$1K	Hold	3	–	–	﹤0.01%	1123
2023 Q3	$1K	Hold	3	–	–	﹤0.01%	1113
2023 Q2	$1K	Hold	3	–	–	﹤0.01%	1127
2023 Q1	$0	Hold	3	–	–	﹤0.01%	1285
2022 Q4	$0	Sell	3 -5	-63%	-$710	﹤0.01%	1321
2022 Q3	$1K	Buy	+8	New	+$914	﹤0.01%	1004
2022 Q2	–	Sell	-3	Closed	–	–	1078
2022 Q1	$0	Buy	+3	New	+$353	﹤0.01%	980

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

Capital Advisors Ltd's EME Position: Q2 2026 in Review

Capital Advisors Ltd held its Emcor (EME) position steady in Q2 2026 at 14 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Capital Advisors Ltd first reported a position in EME in Q1 2022 and has held it in 17 quarters since. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Capital Advisors Ltd held 14 shares of Emcor worth $12K as of Q2 2026.
Capital Advisors Ltd left its Emcor share count unchanged in Q2 2026.
Emcor made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #814 holding.
Capital Advisors Ltd first reported a position in Emcor in Q1 2022 and has held it in 17 quarters since.
1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

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