Southeast Asset Advisors’s Emcor EME Stock Holding History

Southeast Asset 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	$3.66M	Sell	4,411 -119	-3%	-$101K	0.37%	40
2026 Q1	$3.34M	Buy	4,530 +866	+24%	+$630K	0.37%	45
2025 Q4	$2.24M	Sell	3,664 -711	-16%	-$460K	0.21%	76
2025 Q3	$2.84M	Sell	4,375 -59	-1%	-$35.8K	0.31%	58
2025 Q2	$2.37M	Buy	4,434 +3	+0.1%	+$1.32K	0.28%	58
2025 Q1	$1.64M	Sell	4,431 -995	-18%	-$430K	0.2%	66
2024 Q4	$2.46M	Buy	5,426 +608	+13%	+$288K	0.3%	52
2024 Q3	$2.07M	Buy	4,818 +954	+25%	+$360K	0.23%	60
2024 Q2	$1.41M	Buy	3,864 +1,950	+102%	+$719K	0.17%	71
2024 Q1	$670K	Buy	+1,914	New	+$514K	0.08%	104

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Southeast Asset Advisors's EME Position: Q2 2026 in Review

Southeast Asset Advisors reduced its Emcor (EME) stake by 2.6% in Q2 2026, selling an estimated $101K and leaving 4,411 shares worth $3.66M. The position accounts for 0.37% of the portfolio, ranked #40.

Southeast Asset Advisors first reported a position in EME in Q1 2024 and has held it in 10 quarters since. 1,247 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Southeast Asset Advisors held 4,411 shares of Emcor worth $3.66M as of Q2 2026.
Southeast Asset Advisors sold 119 Emcor shares in Q2 2026, an estimated $101K.
Emcor made up 0.37% of Southeast Asset Advisors's portfolio in Q2 2026, its #40 holding.
Southeast Asset Advisors first reported a position in Emcor in Q1 2024 and has held it in 10 quarters since.
1,247 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Southeast Asset Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.