Altus Wealth Group’s Emcor EME Stock Holding History

Altus Wealth Group’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	$1.02M	Sell	1,355 -115	-8%	-$88.7K	0.38%	40
2026 Q2	$1.22M	Buy	1,470 +3	+0.2%	+$2.54K	0.44%	40
2026 Q1	$1.08M	Hold	1,467	–	–	0.44%	44
2025 Q4	$897K	Sell	1,467 -28	-2%	-$18.1K	0.36%	52
2025 Q3	$971K	Buy	1,495 +20	+1%	+$12.1K	0.4%	50
2025 Q2	$789K	Sell	1,475 -230	-13%	-$101K	0.35%	56
2025 Q1	$630K	Hold	1,705	–	–	0.3%	66
2024 Q4	$774K	Hold	1,705	–	–	0.34%	64
2024 Q3	$734K	Hold	1,705	–	–	0.31%	71
2024 Q2	$622K	Hold	1,705	–	–	0.31%	70
2024 Q1	$597K	Sell	1,705 -17	-1%	-$4.56K	0.3%	78
2023 Q4	$371K	Hold	1,722	–	–	0.21%	99
2023 Q3	$362K	Sell	1,722 -60	-3%	-$12.6K	0.23%	90
2023 Q2	$329K	Buy	1,782 +230	+15%	+$38.5K	0.2%	106
2023 Q1	$252K	Buy	1,552 +65	+4%	+$10K	0.17%	112
2022 Q4	$220K	Buy	+1,487	New	+$211K	0.17%	121

Other funds holding EME

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return

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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Altus Wealth Group's EME Position: Q3 2026 in Review

Altus Wealth Group reduced its Emcor (EME) stake by 7.8% in Q3 2026, selling an estimated $88.7K and leaving 1,355 shares worth $1.02M. The position accounts for 0.38% of the portfolio, ranked #40.

Altus Wealth Group first reported a position in EME in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.22M in Q2 2026. 437 funds tracked by Wall St. Rank hold EME as of Q3 2026.

Altus Wealth Group held 1,355 shares of Emcor worth $1.02M as of Q3 2026.
Altus Wealth Group sold 115 Emcor shares in Q3 2026, an estimated $88.7K.
Emcor made up 0.38% of Altus Wealth Group's portfolio in Q3 2026, its #40 holding.
Altus Wealth Group first reported a position in Emcor in Q4 2022 and has held it in 16 quarters since.
Altus Wealth Group's Emcor position peaked at $1.22M in Q2 2026.
437 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.