Empirical Finance’s Emcor EME Stock Holding History

Empirical Finance’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	$960K	Sell	1,157 -1,103	-49%	-$933K	0.04%	312
2026 Q1	$1.67M	Buy	2,260 +19	+0.8%	+$13.8K	0.08%	214
2025 Q4	$1.37M	Buy	2,241 +18	+0.8%	+$11.7K	0.07%	234
2025 Q3	$1.44M	Buy	2,223 +29	+1%	+$17.6K	0.07%	236
2025 Q2	$1.17M	Buy	+2,194	New	+$968K	0.06%	262
2021 Q3	–	Sell	-8,276	Closed	-$1.02M	–	425
2021 Q2	$1.02M	Sell	8,276 -6,282	-43%	-$766K	0.17%	136
2021 Q1	$1.33M	Hold	14,558	–	–	0.23%	110
2020 Q4	$1.33M	Hold	14,558	–	–	0.23%	110
2020 Q3	$986K	Buy	+14,558	New	+$1.01M	0.21%	128
2020 Q1	–	Sell	-14,994	Closed	-$1.29M	–	217
2019 Q4	$1.29M	Buy	14,994 +179	+1%	+$15.8K	0.31%	63
2019 Q3	$1.28M	Hold	14,815	–	–	0.36%	65
2019 Q2	$1.3M	Buy	14,815 +78	+0.5%	+$6.32K	0.36%	55
2019 Q1	$1.08M	Buy	+14,737	New	+$1,000K	0.27%	70
2018 Q2	–	Sell	-14,737	Closed	-$1.08M	–	157
2018 Q1	$1.08M	Buy	+14,737	New	+$1.17M	0.27%	70
2017 Q1	–	Sell	-192	Closed	-$14K	–	236
2016 Q4	$14K	Buy	+192	New	+$12.6K	0.01%	285

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

Empirical Finance's EME Position: Q2 2026 in Review

Empirical Finance reduced its Emcor (EME) stake by 49% in Q2 2026, selling an estimated $933K and leaving 1,157 shares worth $960K. The position accounts for 0.04% of the portfolio, ranked #312.

Empirical Finance first reported a position in EME in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.67M in Q1 2026. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Empirical Finance held 1,157 shares of Emcor worth $960K as of Q2 2026.
Empirical Finance sold 1,103 Emcor shares in Q2 2026, an estimated $933K.
Emcor made up 0.04% of Empirical Finance's portfolio in Q2 2026, its #312 holding.
Empirical Finance first reported a position in Emcor in Q4 2016 and has held it in 15 quarters since.
Empirical Finance's Emcor position peaked at $1.67M in Q1 2026.
1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.