SGA
EME icon

Strategic Global Advisors’s Emcor EME Stock Holding History

Strategic Global 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
-1,108
Closed -$818K – 135
2026
Q1 		$818K Sell
1,108
-6,849
-86% -$4.98M 0.13% 121
2025
Q4 		$4.87M Sell
7,957
-11,253
-59% -$7.29M 0.75% 46
2025
Q3 		$12.5M Sell
19,210
-316
-2% -$192K 1.89% 11
2025
Q2 		$10.4M Buy
19,526
+1,182
+6% +$522K 1.7% 12
2025
Q1 		$6.78M Sell
18,344
-660
-3% -$285K 1.34% 20
2024
Q4 		$8.63M Sell
19,004
-375
-2% -$177K 1.58% 20
2024
Q3 		$8.34M Buy
19,379
+7,405
+62% +$2.79M 1.64% 14
2024
Q2 		$4.37M Sell
11,974
-6,026
-33% -$2.22M 0.91% 32
2024
Q1 		$6.3M Sell
18,000
-513
-3% -$138K 1.36% 19
2023
Q4 		$3.99M Sell
18,513
-11,013
-37% -$2.31M 0.91% 38
2023
Q3 		$6.21M Sell
29,526
-1,248
-4% -$261K 1.03% 31
2023
Q2 		$5.69M Sell
30,774
-1,979
-6% -$331K 0.87% 40
2023
Q1 		$5.33M Sell
32,753
-2,509
-7% -$386K 0.86% 48
2022
Q4 		$5.22M Sell
35,262
-3,696
-9% -$525K 0.84% 49
2022
Q3 		$4.5M Sell
38,958
-1,518
-4% -$173K 0.75% 44
2022
Q2 		$4.17M Buy
40,476
+4,080
+11% +$436K 0.64% 54
2022
Q1 		$4.1M Buy
36,396
+1,690
+5% +$199K 0.6% 61
2021
Q4 		$4.42M Buy
34,706
+2,771
+9% +$343K 0.57% 61
2021
Q3 		$3.69M Buy
31,935
+7,128
+29% +$854K 0.54% 61
2021
Q2 		$3.06M Buy
24,807
+272
+1% +$33.2K 0.56% 61
2021
Q1 		$2.75M Buy
24,535
+228
+0.9% +$22.9K 0.5% 78
2020
Q4 		$2.22M Buy
+24,307
New +$1.95M 0.39% 84

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

Strategic Global Advisors's EME Position: Q2 2026 in Review

Strategic Global Advisors sold out of Emcor (EME) in Q2 2026, closing a stake of 1,108 shares — an estimated $818K sold.

Strategic Global Advisors first reported a position in EME in Q4 2020 and held it in 22 quarters. The position peaked at $12.5M in Q3 2025. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Strategic Global Advisors reported no remaining Emcor position as of Q2 2026 after selling out during the quarter.
  • Strategic Global Advisors sold 1,108 Emcor shares in Q2 2026, an estimated $818K.
  • Strategic Global Advisors first reported a position in Emcor in Q4 2020 and held it in 22 quarters.
  • Strategic Global Advisors's Emcor position peaked at $12.5M in Q3 2025.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

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