CAPTRUST Financial Advisors’s Emcor EME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $23.2M | Buy |
27,937
+2,080
| +8% | +$1.76M | 0.04% | 349 |
|
|
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
CAPTRUST Financial Advisors's EME Position: Q2 2026 in Review
CAPTRUST Financial Advisors increased its Emcor (EME) stake by 8% in Q2 2026, buying an estimated $1.76M and bringing the position to 27,937 shares worth $23.2M. The position accounts for 0.04% of the portfolio, ranked #349.
CAPTRUST Financial Advisors first reported a position in EME in Q4 2017 and has held it in 29 quarters since. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.
- CAPTRUST Financial Advisors held 27,937 shares of Emcor worth $23.2M as of Q2 2026.
- CAPTRUST Financial Advisors bought 2,080 Emcor shares in Q2 2026, an estimated $1.76M.
- Emcor made up 0.04% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #349 holding.
- CAPTRUST Financial Advisors first reported a position in Emcor in Q4 2017 and has held it in 29 quarters since.
- 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.