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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
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 $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

Claro Advisors's EME Position: Q1 2026 in Review

Claro Advisors opened a new position in Emcor (EME) in Q1 2026: 538 shares worth $397K. The stake represents 0.05% of the portfolio and ranks #292 among its holdings. This is a return to the name: Claro Advisors previously reported a position in EME as recently as Q3 2024.

Claro Advisors first reported a position in EME in Q3 2024 and has held it in 2 quarters since. 1,158 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Claro Advisors held 538 shares of Emcor worth $397K as of Q1 2026.
  • Emcor was a new Claro Advisors position in Q1 2026.
  • Emcor made up 0.05% of Claro Advisors's portfolio in Q1 2026, its #292 holding.
  • Claro Advisors first reported a position in Emcor in Q3 2024 and has held it in 2 quarters since.
  • 1,158 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.