Coastal Bridge Advisors’s Emcor EME Stock Holding History

Coastal Bridge 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	$414K	Sell	499 -9	-2%	-$7.61K	0.03%	346
2026 Q1	$375K	Sell	508 -32	-6%	-$23.3K	0.03%	350
2025 Q4	$330K	Sell	540 -89	-14%	-$57.6K	0.02%	353
2025 Q3	$409K	Sell	629 -115	-15%	-$69.8K	0.03%	327
2025 Q2	$398K	Buy	744 +68	+10%	+$30K	0.03%	317
2025 Q1	$250K	Buy	+676	New	+$292K	0.02%	371

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 $3.38T AUM 44.17% 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

Coastal Bridge Advisors's EME Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Emcor (EME) stake by 1.8% in Q2 2026, selling an estimated $7.61K and leaving 499 shares worth $414K. The position accounts for 0.03% of the portfolio, ranked #346.

Coastal Bridge Advisors first reported a position in EME in Q1 2025 and has held it in 6 quarters since. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Coastal Bridge Advisors held 499 shares of Emcor worth $414K as of Q2 2026.
Coastal Bridge Advisors sold 9 Emcor shares in Q2 2026, an estimated $7.61K.
Emcor made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #346 holding.
Coastal Bridge Advisors first reported a position in Emcor in Q1 2025 and has held it in 6 quarters since.
1,251 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.