Capstone Investment Advisors
EME icon

Capstone Investment Advisors’s Emcor EME Stock Holding History

Capstone 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
Q1 		$580K Sell
786
-678
-46% -$493K ﹤0.01% 1078
2025
Q4 		$896K Buy
1,464
+839
+134% +$543K ﹤0.01% 910
2025
Q3 		$406K Sell
625
-176
-22% -$107K ﹤0.01% 1509
2025
Q2 		$428K Buy
+801
New +$353K ﹤0.01% 1206
2024
Q3 		– Sell
-2,461
Closed -$898K – 1991
2024
Q2 		$898K Sell
2,461
-1,151
-32% -$425K ﹤0.01% 1034
2024
Q1 		$1.26M Buy
3,612
+2,545
+239% +$683K ﹤0.01% 1009
2023
Q4 		$230K Sell
1,067
-541
-34% -$114K ﹤0.01% 1722
2023
Q3 		$338K Buy
+1,608
New +$336K ﹤0.01% 1531
2016
Q3 		– Sell
-17,766
Closed -$875K – 784
2016
Q2 		$875K Buy
+17,766
New +$847K 0.02% 376

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capstone Investment Advisors's EME Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Emcor (EME) stake by 46% in Q1 2026, selling an estimated $493K and leaving 786 shares worth $580K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Capstone Investment Advisors first reported a position in EME in Q2 2016 and has held it in 9 quarters since. The position peaked at $1.26M in Q1 2024. 1,161 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Capstone Investment Advisors held 786 shares of Emcor worth $580K as of Q1 2026.
  • Capstone Investment Advisors sold 678 Emcor shares in Q1 2026, an estimated $493K.
  • Emcor made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1078 holding.
  • Capstone Investment Advisors first reported a position in Emcor in Q2 2016 and has held it in 9 quarters since.
  • Capstone Investment Advisors's Emcor position peaked at $1.26M in Q1 2024.
  • 1,161 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.