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Westover Capital Advisors’s Emcor EME Stock Holding History

Westover Capital 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 		$5.48M Sell
6,603
-251
-4% -$212K 0.91% 28
2026
Q1 		$5.06M Sell
6,854
-275
-4% -$200K 0.93% 30
2025
Q4 		$4.36M Sell
7,129
-1,254
-15% -$812K 0.79% 33
2025
Q3 		$5.45M Sell
8,383
-1,957
-19% -$1.19M 1.01% 26
2025
Q2 		$5.53M Sell
10,340
-796
-7% -$351K 1.11% 23
2025
Q1 		$4.12M Sell
11,136
-321
-3% -$139K 0.91% 28
2024
Q4 		$5.2M Buy
11,457
+407
+4% +$193K 1.14% 19
2024
Q3 		$4.76M Buy
11,050
+351
+3% +$132K 0.91% 23
2024
Q2 		$3.91M Sell
10,699
-92
-0.9% -$33.9K 1.01% 22
2024
Q1 		$3.78M Buy
10,791
+805
+8% +$216K 1.11% 21
2023
Q4 		$2.15M Buy
+9,986
New +$2.1M 0.7% 41

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

Westover Capital Advisors's EME Position: Q2 2026 in Review

Westover Capital Advisors reduced its Emcor (EME) stake by 3.7% in Q2 2026, selling an estimated $212K and leaving 6,603 shares worth $5.48M. The position accounts for 0.91% of the portfolio, ranked #28.

Westover Capital Advisors first reported a position in EME in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.53M in Q2 2025. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Westover Capital Advisors held 6,603 shares of Emcor worth $5.48M as of Q2 2026.
  • Westover Capital Advisors sold 251 Emcor shares in Q2 2026, an estimated $212K.
  • Emcor made up 0.91% of Westover Capital Advisors's portfolio in Q2 2026, its #28 holding.
  • Westover Capital Advisors first reported a position in Emcor in Q4 2023 and has held it in 11 quarters since.
  • Westover Capital Advisors's Emcor position peaked at $5.53M in Q2 2025.
  • 1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.