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Clearstead Advisors’s Emcor EME Stock Holding History

Clearstead 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 		$741K Sell
893
-121
-12% -$102K 0.01% 632
2026
Q1 		$749K Sell
1,014
-70
-6% -$50.9K 0.01% 606
2025
Q4 		$663K Sell
1,084
-29
-3% -$18.8K 0.01% 582
2025
Q3 		$723K Buy
1,113
+83
+8% +$50.4K 0.01% 529
2025
Q2 		$551K Buy
1,030
+642
+165% +$283K 0.01% 588
2025
Q1 		$143K Buy
388
+73
+23% +$31.6K ﹤0.01% 901
2024
Q4 		$143K Hold
315
– – ﹤0.01% 933
2024
Q3 		$136K Sell
315
-50
-14% -$18.9K ﹤0.01% 957
2024
Q2 		$133K Buy
365
+173
+90% +$63.8K ﹤0.01% 934
2024
Q1 		$71.7K Hold
192
– – ﹤0.01% 680
2023
Q4 		$41.4K Sell
192
-192
-50% -$40.3K ﹤0.01% 794
2023
Q3 		$80.8K Buy
384
+192
+100% +$40.2K ﹤0.01% 787
2023
Q2 		$35.5K Hold
192
– – ﹤0.01% 796
2023
Q1 		$31.2K Hold
192
– – ﹤0.01% 764
2022
Q4 		$28.4K Hold
192
– – ﹤0.01% 735
2022
Q3 		$22K Hold
192
– – ﹤0.01% 754
2022
Q2 		$20K Hold
192
– – ﹤0.01% 796
2022
Q1 		$22K Hold
192
– – ﹤0.01% 842
2021
Q4 		$24K Hold
192
– – ﹤0.01% 777
2021
Q3 		$22K Buy
+192
New +$23K ﹤0.01% 784

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

Clearstead Advisors's EME Position: Q2 2026 in Review

Clearstead Advisors reduced its Emcor (EME) stake by 12% in Q2 2026, selling an estimated $102K and leaving 893 shares worth $741K. The position accounts for 0.01% of the portfolio, ranked #632.

Clearstead Advisors first reported a position in EME in Q3 2021 and has held it in 20 quarters since. The position peaked at $749K in Q1 2026. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Clearstead Advisors held 893 shares of Emcor worth $741K as of Q2 2026.
  • Clearstead Advisors sold 121 Emcor shares in Q2 2026, an estimated $102K.
  • Emcor made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #632 holding.
  • Clearstead Advisors first reported a position in Emcor in Q3 2021 and has held it in 20 quarters since.
  • Clearstead Advisors's Emcor position peaked at $749K in Q1 2026.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.