ROC
EME icon

Running Oak Capital’s Emcor EME Stock Holding History

Running Oak Capital’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
Q1 		$15.3M Sell
20,762
-6,829
-25% -$4.97M 2.07% 4
2025
Q4 		$16.9M Sell
27,591
-3,633
-12% -$2.35M 2.12% 7
2025
Q3 		$20.3M Sell
31,224
-4,553
-13% -$2.76M 2.27% 1
2025
Q2 		$19.1M Sell
35,777
-5,267
-13% -$2.32M 2.13% 1
2025
Q1 		$15.2M Buy
41,044
+6,758
+20% +$2.92M 1.83% 34
2024
Q4 		$15.6M Sell
34,286
-1,299
-4% -$615K 2.03% 4
2024
Q3 		$15.3M Buy
35,585
+3,023
+9% +$1.14M 2.08% 1
2024
Q2 		$11.9M Sell
32,562
-13,967
-30% -$5.15M 1.84% 16
2024
Q1 		$16.3M Sell
46,529
-974
-2% -$261K 2.61% 1
2023
Q4 		$10.2M Buy
47,503
+4,337
+10% +$910K 2.02% 4
2023
Q3 		$9.08M Sell
43,166
-1,235
-3% -$258K 2.33% 1
2023
Q2 		$8.2M Buy
44,401
+3,081
+7% +$515K 2.01% 3
2023
Q1 		$6.72M Buy
+41,320
New +$6.35M 1.91% 22

Other funds holding EME

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return