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Hel Ved Capital Management’s Emcor EME Stock Holding History

Hel Ved Capital Management’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 		$1.51M Sell
1,815
-960
-35% -$812K 0.11% 66
2026
Q1 		$2.05M Sell
2,775
-2,050
-42% -$1.49M 0.24% 40
2025
Q4 		$2.95M Buy
+4,825
New +$3.12M 0.79% 35

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

Hel Ved Capital Management's EME Position: Q2 2026 in Review

Hel Ved Capital Management reduced its Emcor (EME) stake by 35% in Q2 2026, selling an estimated $812K and leaving 1,815 shares worth $1.51M. The position accounts for 0.11% of the portfolio, ranked #66.

Hel Ved Capital Management first reported a position in EME in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.95M in Q4 2025. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Hel Ved Capital Management held 1,815 shares of Emcor worth $1.51M as of Q2 2026.
  • Hel Ved Capital Management sold 960 Emcor shares in Q2 2026, an estimated $812K.
  • Emcor made up 0.11% of Hel Ved Capital Management's portfolio in Q2 2026, its #66 holding.
  • Hel Ved Capital Management first reported a position in Emcor in Q4 2025 and has held it in 3 quarters since.
  • Hel Ved Capital Management's Emcor position peaked at $2.95M in Q4 2025.
  • 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

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