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Chase Investment Counsel’s Emcor EME Stock Holding History

Chase Investment Counsel’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 		$2.33M Sell
2,804
-170
-6% -$144K 0.49% 40
2026
Q1 		$2.19M Buy
2,974
+125
+4% +$91K 0.58% 45
2025
Q4 		$1.74M Buy
2,849
+1,719
+152% +$1.11M 0.49% 49
2025
Q3 		$733K Buy
1,130
+585
+107% +$355K 0.22% 77
2025
Q2 		$291K Sell
545
-1,416
-72% -$625K 0.09% 120
2025
Q1 		$724K Sell
1,961
-36
-2% -$15.6K 0.27% 75
2024
Q4 		$906K Buy
+1,997
New +$945K 0.29% 74
2024
Q3 		– Sell
-12,476
Closed -$4.55M – 129
2024
Q2 		$4.55M Buy
12,476
+294
+2% +$108K 1.62% 20
2024
Q1 		$4.27M Sell
12,182
-127
-1% -$34.1K 1.59% 17
2023
Q4 		$2.65M Sell
12,309
-118
-0.9% -$24.8K 1.17% 34
2023
Q3 		$2.61M Buy
12,427
+184
+2% +$38.5K 1.3% 30
2023
Q2 		$2.26M Buy
+12,243
New +$2.05M 1.14% 39

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

Chase Investment Counsel's EME Position: Q2 2026 in Review

Chase Investment Counsel reduced its Emcor (EME) stake by 5.7% in Q2 2026, selling an estimated $144K and leaving 2,804 shares worth $2.33M. The position accounts for 0.49% of the portfolio, ranked #40.

Chase Investment Counsel first reported a position in EME in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.55M in Q2 2024. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Chase Investment Counsel held 2,804 shares of Emcor worth $2.33M as of Q2 2026.
  • Chase Investment Counsel sold 170 Emcor shares in Q2 2026, an estimated $144K.
  • Emcor made up 0.49% of Chase Investment Counsel's portfolio in Q2 2026, its #40 holding.
  • Chase Investment Counsel first reported a position in Emcor in Q2 2023 and has held it in 12 quarters since.
  • Chase Investment Counsel's Emcor position peaked at $4.55M in Q2 2024.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.