Caprock Group’s Emcor EME Stock Holding History

Caprock Group’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 Q1	$3.17M	Buy	4,293 +1,061	+33%	+$772K	0.08%	223
2025 Q4	$1.98M	Sell	3,232 -1,934	-37%	-$1.25M	0.04%	380
2025 Q3	$3.2M	Buy	+5,166	New	+$3.13M	0.08%	219
2025 Q1	$2.21M	Buy	5,977 +198	+3%	+$85.6K	0.07%	267
2024 Q4	$2.62M	Sell	5,779 -57	-1%	-$27K	0.09%	202
2024 Q3	$2.51M	Buy	5,836 +22	+0.4%	+$8.3K	0.09%	192
2024 Q2	$2.12M	Buy	5,814 +3,700	+175%	+$1.36M	0.09%	195
2024 Q1	$740K	Buy	+2,114	New	+$567K	0.04%	312
2023 Q4	–	Sell	-1,892	Closed	-$398K	–	701
2023 Q3	$398K	Buy	1,892 +69	+4%	+$14.4K	0.03%	424
2023 Q2	$337K	Sell	1,823 -1,003	-35%	-$168K	0.02%	470
2023 Q1	$460K	Buy	2,826 +1,336	+90%	+$205K	0.04%	382
2022 Q4	$221K	Buy	+1,490	New	+$211K	0.02%	479

Other funds holding EME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caprock Group's EME Position: Q1 2026 in Review

Caprock Group increased its Emcor (EME) stake by 33% in Q1 2026, buying an estimated $772K and bringing the position to 4,293 shares worth $3.17M. The position accounts for 0.08% of the portfolio, ranked #223.

Caprock Group first reported a position in EME in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.2M in Q3 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

Caprock Group held 4,293 shares of Emcor worth $3.17M as of Q1 2026.
Caprock Group bought 1,061 Emcor shares in Q1 2026, an estimated $772K.
Emcor made up 0.08% of Caprock Group's portfolio in Q1 2026, its #223 holding.
Caprock Group first reported a position in Emcor in Q4 2022 and has held it in 12 quarters since.
Caprock Group's Emcor position peaked at $3.2M in Q3 2025.
1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.