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Capital Performance Advisors’s Emcor EME Stock Holding History

Capital Performance 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 		– Sell
-446
Closed -$329K – 370
2026
Q1 		$329K Buy
446
+51
+13% +$37.1K 0.02% 303
2025
Q4 		$242K Buy
395
+3
+0.8% +$1.94K 0.02% 366
2025
Q3 		$255K Buy
392
+11
+3% +$6.67K 0.04% 255
2025
Q2 		$204K Buy
+381
New +$168K 0.04% 248
2024
Q4 		– Sell
-230
Closed -$99K – 925
2024
Q3 		$99K Buy
+230
New +$86.8K 0.03% 199

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

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

Capital Performance Advisors sold out of Emcor (EME) in Q2 2026, closing a stake of 446 shares — an estimated $329K sold.

Capital Performance Advisors first reported a position in EME in Q3 2024 and held it in 5 quarters. The position peaked at $329K in Q1 2026. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Capital Performance Advisors reported no remaining Emcor position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 446 Emcor shares in Q2 2026, an estimated $329K.
  • Capital Performance Advisors first reported a position in Emcor in Q3 2024 and held it in 5 quarters.
  • Capital Performance Advisors's Emcor position peaked at $329K in Q1 2026.
  • 1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.