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Elevation Wealth Partners’s Emcor EME Stock Holding History

Elevation Wealth Partners’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 		$18.1K Buy
24
+15
+167% +$11.6K 0.01% 717
2026
Q2 		$7.47K Buy
9
+4
+80% +$3.38K ﹤0.01% 908
2026
Q1 		$3.69K Buy
+5
New +$3.64K ﹤0.01% 789

Other funds holding EME

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's EME Position: Q3 2026 in Review

Elevation Wealth Partners increased its Emcor (EME) stake by 167% in Q3 2026, buying an estimated $11.6K and bringing the position to 24 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #717.

Elevation Wealth Partners first reported a position in EME in Q1 2026 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • Elevation Wealth Partners held 24 shares of Emcor worth $18.1K as of Q3 2026.
  • Elevation Wealth Partners bought 15 Emcor shares in Q3 2026, an estimated $11.6K.
  • Emcor made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #717 holding.
  • Elevation Wealth Partners first reported a position in Emcor in Q1 2026 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.