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Capital Investment Advisors’s Emcor EME Stock Holding History

Capital 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 		$385K Sell
464
-918
-66% -$777K 0.01% 584
2026
Q1 		$1.02M Buy
1,382
+3
+0.2% +$2.18K 0.01% 338
2025
Q4 		$844K Buy
1,379
+716
+108% +$464K 0.01% 372
2025
Q3 		$430K Buy
+663
New +$402K 0.01% 503

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

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

Capital Investment Advisors reduced its Emcor (EME) stake by 66% in Q2 2026, selling an estimated $777K and leaving 464 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #584.

Capital Investment Advisors first reported a position in EME in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q1 2026. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Capital Investment Advisors held 464 shares of Emcor worth $385K as of Q2 2026.
  • Capital Investment Advisors sold 918 Emcor shares in Q2 2026, an estimated $777K.
  • Emcor made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #584 holding.
  • Capital Investment Advisors first reported a position in Emcor in Q3 2025 and has held it in 4 quarters since.
  • Capital Investment Advisors's Emcor position peaked at $1.02M in Q1 2026.
  • 1,251 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.