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J.W. Cole Advisors’s Emcor EME Stock Holding History

J.W. Cole 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 		$327K Sell
394
-1,296
-77% -$1.1M 0.01% 1227
2026
Q1 		$1.25M Buy
+1,690
New +$1.23M 0.04% 336
2025
Q4 		– Sell
-1,430
Closed -$929K – 1502
2025
Q3 		$929K Buy
+1,430
New +$867K 0.02% 744

Other funds holding EME

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

J.W. Cole Advisors's EME Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Emcor (EME) stake by 77% in Q2 2026, selling an estimated $1.1M and leaving 394 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #1227.

J.W. Cole Advisors first reported a position in EME in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q1 2026. 478 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • J.W. Cole Advisors held 394 shares of Emcor worth $327K as of Q2 2026.
  • J.W. Cole Advisors sold 1,296 Emcor shares in Q2 2026, an estimated $1.1M.
  • Emcor made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1227 holding.
  • J.W. Cole Advisors first reported a position in Emcor in Q3 2025 and has held it in 3 quarters since.
  • J.W. Cole Advisors's Emcor position peaked at $1.25M in Q1 2026.
  • 478 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.