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Cooper Financial Group’s Emcor EME Stock Holding History

Cooper Financial Group’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 		$528K Sell
636
-82
-11% -$69.4K 0.04% 258
2026
Q1 		$530K Sell
718
-60
-8% -$43.7K 0.05% 244
2025
Q4 		$476K Sell
778
-829
-52% -$537K 0.05% 245
2025
Q3 		$1.04M Buy
1,607
+3
+0.2% +$1.82K 0.12% 135
2025
Q2 		$858K Sell
1,604
-137
-8% -$60.5K 0.1% 161
2025
Q1 		$644K Buy
1,741
+68
+4% +$29.4K 0.08% 204
2024
Q4 		$759K Buy
1,673
+305
+22% +$144K 0.09% 181
2024
Q3 		$589K Buy
1,368
+40
+3% +$15.1K 0.08% 222
2024
Q2 		$485K Buy
1,328
+47
+4% +$17.3K 0.07% 225
2024
Q1 		$449K Sell
1,281
-5
-0.4% -$1.34K 0.07% 234
2023
Q4 		$277K Buy
+1,286
New +$270K 0.05% 281

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

Cooper Financial Group's EME Position: Q2 2026 in Review

Cooper Financial Group reduced its Emcor (EME) stake by 11% in Q2 2026, selling an estimated $69.4K and leaving 636 shares worth $528K. The position accounts for 0.04% of the portfolio, ranked #258.

Cooper Financial Group first reported a position in EME in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q3 2025. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Cooper Financial Group held 636 shares of Emcor worth $528K as of Q2 2026.
  • Cooper Financial Group sold 82 Emcor shares in Q2 2026, an estimated $69.4K.
  • Emcor made up 0.04% of Cooper Financial Group's portfolio in Q2 2026, its #258 holding.
  • Cooper Financial Group first reported a position in Emcor in Q4 2023 and has held it in 11 quarters since.
  • Cooper Financial Group's Emcor position peaked at $1.04M in Q3 2025.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.