MAM
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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
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 $6.73T 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

McLean Asset Management's EME Position: Q2 2026 in Review

McLean Asset Management reduced its Emcor (EME) stake by 0.43% in Q2 2026, selling an estimated $2.54K and leaving 699 shares worth $557K. The position accounts for 0.07% of the portfolio, ranked #97.

McLean Asset Management first reported a position in EME in Q1 2024 and has held it in 10 quarters since. 1,248 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • McLean Asset Management held 699 shares of Emcor worth $557K as of Q2 2026.
  • McLean Asset Management sold 3 Emcor shares in Q2 2026, an estimated $2.54K.
  • Emcor made up 0.07% of McLean Asset Management's portfolio in Q2 2026, its #97 holding.
  • McLean Asset Management first reported a position in Emcor in Q1 2024 and has held it in 10 quarters since.
  • 1,248 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.