Claret Asset Management’s Emcor EME Stock Holding History

Claret Asset Management’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	$229K	Sell	276 -156	-36%	-$132K	0.02%	274
2026 Q1	$319K	Hold	432	–	–	0.04%	177
2025 Q4	$264K	Sell	432 -1	-0.2%	-$648	0.03%	222
2025 Q3	$281K	Sell	433 -6	-1%	-$3.64K	0.03%	180
2025 Q2	$235K	Buy	+439	New	+$194K	0.03%	240
2025 Q1	–	Sell	-508	Closed	-$231K	–	313
2024 Q4	$231K	Buy	508 +4	+0.8%	+$1.89K	0.04%	219
2024 Q3	$217K	Buy	+504	New	+$190K	0.04%	268
2024 Q2	–	Sell	-745	Closed	-$261K	–	271
2024 Q1	$261K	Buy	+745	New	+$200K	0.04%	128

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Claret Asset Management's EME Position: Q2 2026 in Review

Claret Asset Management reduced its Emcor (EME) stake by 36% in Q2 2026, selling an estimated $132K and leaving 276 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #274.

Claret Asset Management first reported a position in EME in Q1 2024 and has held it in 8 quarters since. The position peaked at $319K in Q1 2026. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Claret Asset Management held 276 shares of Emcor worth $229K as of Q2 2026.
Claret Asset Management sold 156 Emcor shares in Q2 2026, an estimated $132K.
Emcor made up 0.02% of Claret Asset Management's portfolio in Q2 2026, its #274 holding.
Claret Asset Management first reported a position in Emcor in Q1 2024 and has held it in 8 quarters since.
Claret Asset Management's Emcor position peaked at $319K in Q1 2026.
1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.