CVA Family Office’s Emcor EME Stock Holding History

CVA Family Office’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	$151K	Sell	182 -17	-9%	-$14.4K	0.01%	387
2026 Q1	$147K	Buy	199 +58	+41%	+$42.2K	0.02%	378
2025 Q4	$86.3K	Sell	141 -28	-17%	-$18.1K	0.01%	447
2025 Q3	$110K	Sell	169 -1	-0.6%	-$607	0.01%	397
2025 Q2	$90.9K	Sell	170 -23	-12%	-$10.1K	0.01%	416
2025 Q1	$71.3K	Buy	193 +6	+3%	+$2.6K	0.01%	447
2024 Q4	$84.9K	Buy	187 +7	+4%	+$3.31K	0.01%	421
2024 Q3	$77.5K	Hold	180	–	–	0.01%	425
2024 Q2	$65.7K	Hold	180	–	–	0.01%	438
2024 Q1	$63K	Hold	180	–	–	0.01%	446
2023 Q4	$38.8K	Buy	+180	New	+$37.8K	0.01%	515
2023 Q3	–	Sell	-180	Closed	-$33.3K	–	447
2023 Q2	$33.3K	Hold	180	–	–	0.01%	526
2023 Q1	$29.3K	Hold	180	–	–	0.01%	528
2022 Q4	$26.7K	Hold	180	–	–	0.01%	514
2022 Q3	$21K	Hold	180	–	–	0.01%	512
2022 Q2	$19K	Hold	180	–	–	0.01%	549
2022 Q1	$20K	Hold	180	–	–	﹤0.01%	558
2021 Q4	$23K	Hold	180	–	–	0.01%	502
2021 Q3	$12K	Hold	180	–	–	0.01%	286
2021 Q2	$22K	Hold	180	–	–	0.01%	510
2021 Q1	$20K	Hold	180	–	–	0.01%	415
2020 Q4	$16K	Hold	180	–	–	0.01%	278
2020 Q3	$12K	Hold	180	–	–	0.01%	286
2020 Q2	$12K	Hold	180	–	–	0.01%	247
2020 Q1	$11K	Buy	+180	New	+$13.9K	0.01%	235

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 $3.37T AUM 44.26% 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

CVA Family Office's EME Position: Q2 2026 in Review

CVA Family Office reduced its Emcor (EME) stake by 8.5% in Q2 2026, selling an estimated $14.4K and leaving 182 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #387.

CVA Family Office first reported a position in EME in Q1 2020 and has held it in 25 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

CVA Family Office held 182 shares of Emcor worth $151K as of Q2 2026.
CVA Family Office sold 17 Emcor shares in Q2 2026, an estimated $14.4K.
Emcor made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #387 holding.
CVA Family Office first reported a position in Emcor in Q1 2020 and has held it in 25 quarters since.
1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.