Herold Advisors’s Emcor EME Stock Holding History

Herold 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	$612K	Sell	736 -36	-5%	-$30.5K	0.12%	162
2026 Q1	$570K	Buy	+772	New	+$562K	0.13%	163

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

Herold Advisors's EME Position: Q2 2026 in Review

Herold Advisors reduced its Emcor (EME) stake by 4.7% in Q2 2026, selling an estimated $30.5K and leaving 736 shares worth $612K. The position accounts for 0.12% of the portfolio, ranked #162.

Herold Advisors first reported a position in EME in Q1 2026 and has held it in 2 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Herold Advisors held 736 shares of Emcor worth $612K as of Q2 2026.
Herold Advisors sold 36 Emcor shares in Q2 2026, an estimated $30.5K.
Emcor made up 0.12% of Herold Advisors's portfolio in Q2 2026, its #162 holding.
Herold Advisors first reported a position in Emcor in Q1 2026 and has held it in 2 quarters since.
1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.