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Waterloo Capital’s Emcor EME Stock Holding History

Waterloo 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 		$427K Sell
514
-1
-0.2% -$846 0.02% 384
2026
Q1 		$380K Buy
515
+51
+11% +$37.1K 0.03% 358
2025
Q4 		$284K Buy
464
+28
+6% +$18.1K 0.02% 383
2025
Q3 		$283K Buy
436
+22
+5% +$13.3K 0.02% 367
2025
Q2 		$221K Buy
+414
New +$183K 0.02% 427

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 $3.38T AUM 44.17% 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

Waterloo Capital's EME Position: Q2 2026 in Review

Waterloo Capital reduced its Emcor (EME) stake by 0.19% in Q2 2026, selling an estimated $846 and leaving 514 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #384.

Waterloo Capital first reported a position in EME in Q2 2025 and has held it in 5 quarters since. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Waterloo Capital held 514 shares of Emcor worth $427K as of Q2 2026.
  • Waterloo Capital sold 1 Emcor share in Q2 2026, an estimated $846.
  • Emcor made up 0.02% of Waterloo Capital's portfolio in Q2 2026, its #384 holding.
  • Waterloo Capital first reported a position in Emcor in Q2 2025 and has held it in 5 quarters since.
  • 1,251 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.