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Concurrent Investment Advisors’s Emcor EME Stock Holding History

Concurrent Investment 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 		$12.7M Buy
15,292
+396
+3% +$335K 0.11% 205
2026
Q1 		$11M Sell
14,896
-423
-3% -$308K 0.12% 184
2025
Q4 		$9.37M Buy
15,319
+1,353
+10% +$876K 0.11% 201
2025
Q3 		$9.07M Buy
13,966
+145
+1% +$88K 0.16% 133
2025
Q2 		$7.39M Sell
13,821
-412
-3% -$182K 0.14% 150
2025
Q1 		$5.26M Buy
14,233
+545
+4% +$236K 0.13% 176
2024
Q4 		$6.21M Sell
13,688
-9
-0.1% -$4.26K 0.17% 127
2024
Q3 		$5.9M Buy
13,697
+261
+2% +$98.5K 0.17% 126
2024
Q2 		$4.91M Sell
13,436
-498
-4% -$184K 0.16% 139
2024
Q1 		$4.88M Buy
13,934
+1,629
+13% +$437K 0.2% 119
2023
Q4 		$2.65M Buy
+12,305
New +$2.58M 0.13% 180

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's EME Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Emcor (EME) stake by 2.7% in Q2 2026, buying an estimated $335K and bringing the position to 15,292 shares worth $12.7M. The position accounts for 0.11% of the portfolio, ranked #205.

Concurrent Investment Advisors first reported a position in EME in Q4 2023 and has held it in 11 quarters since. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Concurrent Investment Advisors held 15,292 shares of Emcor worth $12.7M as of Q2 2026.
  • Concurrent Investment Advisors bought 396 Emcor shares in Q2 2026, an estimated $335K.
  • Emcor made up 0.11% of Concurrent Investment Advisors's portfolio in Q2 2026, its #205 holding.
  • Concurrent Investment Advisors first reported a position in Emcor in Q4 2023 and has held it in 11 quarters since.
  • 1,251 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.