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John Overdeck’s Emcor EME Stock Holding History

John Overdeck’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 		$1.16M Buy
+1,400
New +$1.18M ﹤0.01% 3492
2026
Q1 		– Sell
-2,000
Closed -$1.22M – 4668
2025
Q4 		$1.22M Buy
+2,000
New +$1.3M ﹤0.01% 2790

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

John Overdeck's EME Position: Q2 2026 in Review

John Overdeck reduced its Emcor (EME) stake by 1.8% in Q2 2026, selling an estimated $170K and leaving 11,133 shares worth $9.24M. The position accounts for 0.01% of the portfolio, ranked #1580.

John Overdeck first reported a position in EME in Q2 2013 and has held it in 21 quarters since. The position peaked at $13.4M in Q4 2013. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • John Overdeck held 11,133 shares of Emcor worth $9.24M as of Q2 2026.
  • John Overdeck sold 201 Emcor shares in Q2 2026, an estimated $170K.
  • Emcor made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1580 holding.
  • John Overdeck first reported a position in Emcor in Q2 2013 and has held it in 21 quarters since.
  • John Overdeck's Emcor position peaked at $13.4M in Q4 2013.
  • 1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.