STACKSTONE WEALTH, LLC’s Emcor EME Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$235K	Buy	+312	New	+$241K	0.02%	311

Other funds holding EME

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

STACKSTONE WEALTH, LLC's EME Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Emcor (EME) in Q3 2026: 312 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #311 among its holdings.

175 funds tracked by Wall St. Rank hold EME as of Q3 2026.

STACKSTONE WEALTH, LLC held 312 shares of Emcor worth $235K as of Q3 2026.
Emcor was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Emcor made up 0.02% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #311 holding.
175 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.