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Operose Advisors’s Emcor EME Stock Holding History

Operose 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 		– Sell
-1
Closed -$738 – 567
2026
Q1 		$738 Buy
+1
New +$728 ﹤0.01% 558
2024
Q4 		– Sell
-87
Closed -$37.5K – 502
2024
Q3 		$37.5K Hold
87
– – 0.01% 310
2024
Q2 		$31.8K Hold
87
– – 0.01% 291
2024
Q1 		$30.5K Hold
87
– – 0.01% 315
2023
Q4 		$18.7K Hold
87
– – 0.01% 372
2023
Q3 		$18.3K Buy
+87
New +$18.2K 0.01% 485

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

Operose Advisors's EME Position: Q2 2026 in Review

Operose Advisors sold out of Emcor (EME) in Q2 2026, closing a stake of 1 share — an estimated $738 sold.

Operose Advisors first reported a position in EME in Q3 2023 and held it in 6 quarters. The position peaked at $37.5K in Q3 2024. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Operose Advisors reported no remaining Emcor position as of Q2 2026 after selling out during the quarter.
  • Operose Advisors sold 1 Emcor share in Q2 2026, an estimated $738.
  • Operose Advisors first reported a position in Emcor in Q3 2023 and held it in 6 quarters.
  • Operose Advisors's Emcor position peaked at $37.5K in Q3 2024.
  • 1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.