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Clearstead Trust’s Emcor EME Stock Holding History

Clearstead Trust’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 		$38.2K Buy
46
+13
+39% +$11K 0.01% 353
2026
Q1 		$24.4K Hold
33
– – ﹤0.01% 407
2025
Q4 		$20.2K Buy
33
+9
+38% +$5.83K ﹤0.01% 439
2025
Q3 		$15.6K Hold
24
– – ﹤0.01% 496
2025
Q2 		$12.8K Buy
+24
New +$10.6K ﹤0.01% 529

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 Trust's EME Position: Q2 2026 in Review

Clearstead Trust increased its Emcor (EME) stake by 39% in Q2 2026, buying an estimated $11K and bringing the position to 46 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #353.

Clearstead Trust first reported a position in EME in Q2 2025 and has held it in 5 quarters since. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Clearstead Trust held 46 shares of Emcor worth $38.2K as of Q2 2026.
  • Clearstead Trust bought 13 Emcor shares in Q2 2026, an estimated $11K.
  • Emcor made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #353 holding.
  • Clearstead Trust first reported a position in Emcor in Q2 2025 and has held it in 5 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

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