Coldstream Capital Management’s Emcor EME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.75M Buy
4,524
+75
+2% +$63.4K 0.05% 180
2026
Q1
$3.28M Sell
4,449
-71
-2% -$51.7K 0.04% 184
2025
Q4
$2.77M Sell
4,520
-131
-3% -$84.8K 0.04% 215
2025
Q3
$3.02M Buy
4,651
+134
+3% +$81.3K 0.04% 210
2025
Q2
$2.42M Buy
4,517
+64
+1% +$28.2K 0.04% 240
2025
Q1
$1.65M Sell
4,453
-81
-2% -$35K 0.04% 287
2024
Q4
$2.06M Sell
4,534
-86
-2% -$40.7K 0.04% 237
2024
Q3
$1.99M Sell
4,620
-39
-0.8% -$14.7K 0.04% 241
2024
Q2
$1.7M Sell
4,659
-17
-0.4% -$6.27K 0.04% 238
2024
Q1
$1.64M Buy
4,676
+63
+1% +$16.9K 0.04% 240
2023
Q4
$994K Buy
4,613
+400
+9% +$83.9K 0.03% 297
2023
Q3
$886K Sell
4,213
-73
-2% -$15.3K 0.03% 281
2023
Q2
$792K Buy
4,286
+58
+1% +$9.7K 0.03% 313
2023
Q1
$687K Buy
4,228
+6
+0.1% +$923 0.02% 345
2022
Q4
$625K Buy
+4,222
New +$599K 0.02% 362
2022
Q2
$435K Buy
4,229
+36
+0.9% +$3.85K 0.02% 437
2022
Q1
$472K Buy
4,193
+20
+0.5% +$2.35K 0.02% 407
2021
Q4
$532K Buy
4,173
+1,195
+40% +$148K 0.02% 407
2021
Q3
$202K Sell
2,978
-93
-3% -$11.1K 0.01% 388
2021
Q2
$378K Buy
3,071
+93
+3% +$11.3K 0.02% 329
2021
Q1
$334K Hold
2,978
– – 0.02% 297
2020
Q4
$272K Buy
+2,978
New +$239K 0.02% 315
2020
Q1
– Sell
-3,039
Closed -$262K – 302
2019
Q4
$262K Hold
3,039
– – 0.02% 280
2019
Q3
$262K Sell
3,039
-111
-4% -$9.44K 0.02% 269
2019
Q2
$278K Buy
3,150
+111
+4% +$9K 0.02% 255
2019
Q1
$222K Buy
+3,039
New +$206K 0.02% 279
2018
Q4
– Sell
-3,252
Closed -$244K – 334
2018
Q3
$244K Sell
3,252
-18
-0.6% -$1.39K 0.02% 299
2018
Q2
$249K Hold
3,270
– – 0.03% 273
2018
Q1
$255K Buy
3,270
+70
+2% +$5.55K 0.03% 257
2017
Q4
$262K Buy
3,200
+1
+0% +$77 0.03% 259
2017
Q3
$222K Hold
3,199
– – 0.03% 278
2017
Q2
$209K Buy
+3,199
New +$206K 0.03% 258
2017
Q1
– Sell
-2,994
Closed -$212K – 258
2016
Q4
$212K Buy
+2,994
New +$196K 0.03% 222

Other funds holding EME

Coldstream Capital Management's EME Position: Q2 2026 in Review

Coldstream Capital Management increased its Emcor (EME) stake by 1.7% in Q2 2026, buying an estimated $63.4K and bringing the position to 4,524 shares worth $3.75M. The position accounts for 0.05% of the portfolio, ranked #180.

Coldstream Capital Management first reported a position in EME in Q4 2016 and has held it in 33 quarters since. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Coldstream Capital Management held 4,524 shares of Emcor worth $3.75M as of Q2 2026.
  • Coldstream Capital Management bought 75 Emcor shares in Q2 2026, an estimated $63.4K.
  • Emcor made up 0.05% of Coldstream Capital Management's portfolio in Q2 2026, its #180 holding.
  • Coldstream Capital Management first reported a position in Emcor in Q4 2016 and has held it in 33 quarters since.
  • 1,251 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.