McLean Asset Management
EME icon

McLean Asset Management’s Emcor EME Stock Holding History

McLean Asset 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
Q3 		$413K Sell
693
-6
-0.9% -$4.63K 0.06% 114
2026
Q2 		$557K Sell
699
-3
-0.4% -$2.54K 0.07% 97
2026
Q1 		$518K Buy
702
+2
+0.3% +$1.46K 0.09% 91
2025
Q4 		$463K Sell
700
-3
-0.4% -$1.94K 0.08% 96
2025
Q3 		$471K Buy
703
+3
+0.4% +$1.82K 0.1% 94
2025
Q2 		$379K Buy
700
+19
+3% +$8.38K 0.1% 103
2025
Q1 		$241K Sell
681
-7
-1% -$3.03K 0.08% 131
2024
Q4 		$312K Buy
688
+7
+1% +$3.31K 0.09% 111
2024
Q3 		$296K Buy
681
+1
+0.1% +$377 0.09% 111
2024
Q2 		$253K Buy
680
+5
+0.7% +$1.84K 0.08% 127
2024
Q1 		$238K Buy
+675
New +$181K 0.08% 135

Other funds holding EME

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

McLean Asset Management's EME Position: Q3 2026 in Review

McLean Asset Management reduced its Emcor (EME) stake by 0.86% in Q3 2026, selling an estimated $4.63K and leaving 693 shares worth $413K. The position accounts for 0.06% of the portfolio, ranked #114.

McLean Asset Management first reported a position in EME in Q1 2024 and has held it in 11 quarters since. The position peaked at $557K in Q2 2026. 1,024 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • McLean Asset Management held 693 shares of Emcor worth $413K as of Q3 2026.
  • McLean Asset Management sold 6 Emcor shares in Q3 2026, an estimated $4.63K.
  • Emcor made up 0.06% of McLean Asset Management's portfolio in Q3 2026, its #114 holding.
  • McLean Asset Management first reported a position in Emcor in Q1 2024 and has held it in 11 quarters since.
  • McLean Asset Management's Emcor position peaked at $557K in Q2 2026.
  • 1,024 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.