CAPTRUST Financial Advisors
EME icon

CAPTRUST Financial Advisors’s Emcor EME Stock Holding History

CAPTRUST Financial 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 		$19.1M Buy
25,857
+17,320
+203% +$12.6M 0.03% 373
2025
Q4 		$5.22M Buy
8,537
+310
+4% +$201K 0.01% 655
2025
Q3 		$5.34M Sell
8,227
-164
-2% -$99.5K 0.01% 621
2025
Q2 		$4.49M Buy
8,391
+546
+7% +$241K 0.01% 652
2025
Q1 		$2.9M Buy
7,845
+249
+3% +$108K 0.01% 761
2024
Q4 		$3.45M Buy
7,596
+1,926
+34% +$911K 0.01% 652
2024
Q3 		$2.44M Buy
5,670
+703
+14% +$265K 0.01% 784
2024
Q2 		$1.81M Buy
4,967
+364
+8% +$134K 0.01% 864
2024
Q1 		$1.61M Sell
4,603
-2,737
-37% -$735K 0.01% 893
2023
Q4 		$1.58M Buy
7,340
+464
+7% +$97.4K 0.01% 1014
2023
Q3 		$1.45M Sell
6,876
-1,051
-13% -$220K 0.01% 990
2023
Q2 		$1.46M Buy
7,927
+1,219
+18% +$204K 0.01% 971
2023
Q1 		$1.09M Sell
6,708
-159
-2% -$24.4K ﹤0.01% 991
2022
Q4 		$1.02M Buy
6,867
+71
+1% +$10.1K 0.01% 966
2022
Q3 		$785K Sell
6,796
-3
-0% -$343 ﹤0.01% 1042
2022
Q2 		$700K Sell
6,799
-1,559
-19% -$167K ﹤0.01% 1002
2022
Q1 		$941K Buy
8,358
+638
+8% +$75.1K 0.01% 866
2021
Q4 		$983K Sell
7,720
-593
-7% -$73.4K 0.01% 823
2021
Q3 		$959K Buy
8,313
+2,582
+45% +$309K 0.01% 775
2021
Q2 		$706K Sell
5,731
-57
-1% -$6.95K 0.01% 854
2021
Q1 		$649K Buy
5,788
+2,198
+61% +$220K 0.01% 850
2020
Q4 		$328K Buy
3,590
+30
+0.8% +$2.41K ﹤0.01% 989
2020
Q3 		$242K Buy
3,560
+110
+3% +$7.63K ﹤0.01% 953
2020
Q2 		$223K Hold
3,450
– – ﹤0.01% 983
2020
Q1 		$195K Sell
3,450
-30
-0.9% -$2.31K ﹤0.01% 858
2019
Q4 		$301K Buy
+3,480
New +$306K ﹤0.01% 845
2019
Q2 		– Sell
-17
Closed -$1K – 1937
2019
Q1 		$1K Buy
+17
New +$1.15K ﹤0.01% 1742
2018
Q1 		– Sell
-149
Closed -$12K – 1338
2017
Q4 		$12K Buy
+149
New +$11.5K ﹤0.01% 944

Other funds holding EME

BlackRock
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $156B AUM 27.51% 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

CAPTRUST Financial Advisors's EME Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Emcor (EME) stake by 203% in Q1 2026, buying an estimated $12.6M and bringing the position to 25,857 shares worth $19.1M. The position accounts for 0.03% of the portfolio, ranked #373.

CAPTRUST Financial Advisors first reported a position in EME in Q4 2017 and has held it in 28 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • CAPTRUST Financial Advisors held 25,857 shares of Emcor worth $19.1M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 17,320 Emcor shares in Q1 2026, an estimated $12.6M.
  • Emcor made up 0.03% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #373 holding.
  • CAPTRUST Financial Advisors first reported a position in Emcor in Q4 2017 and has held it in 28 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

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