Fortitude Advisory Group’s Emcor EME Stock Holding History

Fortitude Advisory 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	$296K	Sell	357 -115	-24%	-$97.3K	0.11%	167
2026 Q1	$348K	Sell	472 -20	-4%	-$14.6K	0.16%	132
2025 Q4	$301K	Sell	492 -14	-3%	-$9.07K	0.13%	138
2025 Q3	$329K	Sell	506 -71	-12%	-$43.1K	0.18%	128
2025 Q2	$309K	Hold	577	–	–	0.18%	130
2025 Q1	$221K	Hold	577	–	–	0.16%	157
2024 Q4	$262K	Hold	577	–	–	0.16%	142
2024 Q3	$248K	Sell	577 -39	-6%	-$14.7K	0.16%	154
2024 Q2	$225K	Hold	616	–	–	0.13%	160
2024 Q1	$216K	Buy	+616	New	+$165K	0.12%	179
2022 Q2	–	Sell	-826	Closed	-$93K	–	515
2022 Q1	$93K	Buy	826 +292	+55%	+$34.4K	0.05%	362
2021 Q4	$68K	Buy	+534	New	+$66.1K	0.03%	452

Other funds holding EME

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aware Super Sydney, Australia $7.06B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Fortitude Advisory Group's EME Position: Q2 2026 in Review

Fortitude Advisory Group reduced its Emcor (EME) stake by 24% in Q2 2026, selling an estimated $97.3K and leaving 357 shares worth $296K. The position accounts for 0.11% of the portfolio, ranked #167.

Fortitude Advisory Group first reported a position in EME in Q4 2021 and has held it in 12 quarters since. The position peaked at $348K in Q1 2026. 376 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Fortitude Advisory Group held 357 shares of Emcor worth $296K as of Q2 2026.
Fortitude Advisory Group sold 115 Emcor shares in Q2 2026, an estimated $97.3K.
Emcor made up 0.11% of Fortitude Advisory Group's portfolio in Q2 2026, its #167 holding.
Fortitude Advisory Group first reported a position in Emcor in Q4 2021 and has held it in 12 quarters since.
Fortitude Advisory Group's Emcor position peaked at $348K in Q1 2026.
376 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.