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
Q2 		$10.7M Sell
12,867
-7,895
-38% -$6.68M 1.82% 25
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 $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

Running Oak Capital's EME Position: Q2 2026 in Review

Running Oak Capital reduced its Emcor (EME) stake by 38% in Q2 2026, selling an estimated $6.68M and leaving 12,867 shares worth $10.7M. The position accounts for 1.82% of the portfolio, ranked #25.

Running Oak Capital first reported a position in EME in Q1 2023 and has held it in 14 quarters since. The position peaked at $20.3M in Q3 2025. 1,244 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Running Oak Capital held 12,867 shares of Emcor worth $10.7M as of Q2 2026.
  • Running Oak Capital sold 7,895 Emcor shares in Q2 2026, an estimated $6.68M.
  • Emcor made up 1.82% of Running Oak Capital's portfolio in Q2 2026, its #25 holding.
  • Running Oak Capital first reported a position in Emcor in Q1 2023 and has held it in 14 quarters since.
  • Running Oak Capital's Emcor position peaked at $20.3M in Q3 2025.
  • 1,244 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Running Oak Capital's 13F filing for Q2 2026, filed 30 Jul 2026.