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Sierra Summit Advisors’s Emcor EME Stock Holding History

Sierra Summit 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
-16,264
Closed -$12M – 201
2026
Q1 		$12M Buy
16,264
+1,106
+7% +$805K 1.75% 17
2025
Q4 		$9.27M Buy
15,158
+6,754
+80% +$4.37M 1.42% 27
2025
Q3 		$5.46M Buy
+8,404
New +$5.1M 0.83% 37
2025
Q2 		– Sell
-1,782
Closed -$659K – 191
2025
Q1 		$659K Sell
1,782
-10,447
-85% -$4.52M 0.14% 109
2024
Q4 		$5.55M Buy
+12,229
New +$5.79M 1.11% 31

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

Sierra Summit Advisors's EME Position: Q2 2026 in Review

Sierra Summit Advisors sold out of Emcor (EME) in Q2 2026, closing a stake of 16,264 shares — an estimated $12M sold.

Sierra Summit Advisors first reported a position in EME in Q4 2024 and held it in 5 quarters. The position peaked at $12M in Q1 2026. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Sierra Summit Advisors reported no remaining Emcor position as of Q2 2026 after selling out during the quarter.
  • Sierra Summit Advisors sold 16,264 Emcor shares in Q2 2026, an estimated $12M.
  • Sierra Summit Advisors first reported a position in Emcor in Q4 2024 and held it in 5 quarters.
  • Sierra Summit Advisors's Emcor position peaked at $12M in Q1 2026.
  • 1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.