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Cornerstone Planning Group’s Emcor EME Stock Holding History

Cornerstone Planning 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
Q2 		$77.8K Sell
103
-14
-12% -$11.8K 0.01% 299
2026
Q1 		$108K Buy
117
+9
+8% +$6.55K 0.01% 235
2025
Q4 		$78.6K Sell
108
-15
-12% -$9.71K 0.01% 250
2025
Q3 		$79.7K Buy
123
+83
+208% +$50.4K 0.01% 245
2025
Q2 		$25K Hold
40
– – 0.01% 369
2025
Q1 		$15.4K Buy
40
+2
+5% +$865 ﹤0.01% 464
2024
Q4 		$16.3K Hold
38
– – ﹤0.01% 340
2024
Q3 		$16.6K Hold
38
– – ﹤0.01% 329
2024
Q2 		$12.9K Hold
38
– – ﹤0.01% 388
2024
Q1 		$13.8K Hold
38
– – ﹤0.01% 348
2023
Q4 		$8.19K Buy
+38
New +$7.97K ﹤0.01% 465

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Cornerstone Planning Group's EME Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Emcor (EME) stake by 12% in Q2 2026, selling an estimated $11.8K and leaving 103 shares worth $77.8K. The position accounts for 0.01% of the portfolio, ranked #299.

Cornerstone Planning Group first reported a position in EME in Q4 2023 and has held it in 11 quarters since. The position peaked at $108K in Q1 2026. 682 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Cornerstone Planning Group held 103 shares of Emcor worth $77.8K as of Q2 2026.
  • Cornerstone Planning Group sold 14 Emcor shares in Q2 2026, an estimated $11.8K.
  • Emcor made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #299 holding.
  • Cornerstone Planning Group first reported a position in Emcor in Q4 2023 and has held it in 11 quarters since.
  • Cornerstone Planning Group's Emcor position peaked at $108K in Q1 2026.
  • 682 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.