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Claro Advisors’s Emcor EME Stock Holding History

Claro 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
Q2 		$251K Sell
303
-235
-44% -$199K 0.03% 454
2026
Q1 		$397K Buy
+538
New +$392K 0.05% 292
2024
Q4 		– Sell
-508
Closed -$219K – 509
2024
Q3 		$219K Buy
+508
New +$192K 0.03% 462

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

Claro Advisors's EME Position: Q2 2026 in Review

Claro Advisors reduced its Emcor (EME) stake by 44% in Q2 2026, selling an estimated $199K and leaving 303 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #454.

Claro Advisors first reported a position in EME in Q3 2024 and has held it in 3 quarters since. The position peaked at $397K in Q1 2026. 1,249 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Claro Advisors held 303 shares of Emcor worth $251K as of Q2 2026.
  • Claro Advisors sold 235 Emcor shares in Q2 2026, an estimated $199K.
  • Emcor made up 0.03% of Claro Advisors's portfolio in Q2 2026, its #454 holding.
  • Claro Advisors first reported a position in Emcor in Q3 2024 and has held it in 3 quarters since.
  • Claro Advisors's Emcor position peaked at $397K in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.