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Valeo Financial Advisors’s Emcor EME Stock Holding History

Valeo Financial 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 		$237K Sell
286
-44
-13% -$37.2K 0.01% 702
2026
Q1 		$244K Buy
+330
New +$240K 0.01% 627
2018
Q4 		– Sell
-37
Closed -$3K – 1558
2018
Q3 		$3K Buy
+37
New +$2.85K ﹤0.01% 1341
2018
Q2 		– Sell
-169
Closed -$13K – 1654
2018
Q1 		$13K Buy
169
+129
+323% +$10.2K ﹤0.01% 854
2017
Q4 		$3K Buy
+40
New +$3.1K ﹤0.01% 1108

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

Valeo Financial Advisors's EME Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Emcor (EME) stake by 13% in Q2 2026, selling an estimated $37.2K and leaving 286 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #702.

Valeo Financial Advisors first reported a position in EME in Q4 2017 and has held it in 5 quarters since. The position peaked at $244K in Q1 2026. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Valeo Financial Advisors held 286 shares of Emcor worth $237K as of Q2 2026.
  • Valeo Financial Advisors sold 44 Emcor shares in Q2 2026, an estimated $37.2K.
  • Emcor made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #702 holding.
  • Valeo Financial Advisors first reported a position in Emcor in Q4 2017 and has held it in 5 quarters since.
  • Valeo Financial Advisors's Emcor position peaked at $244K in Q1 2026.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.