Great Valley Advisor Group’s Emcor EME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.52M Sell
8,834
-162
-2% -$118K 0.12% 166
2025
Q4
$5.5M Buy
8,996
+211
+2% +$137K 0.11% 172
2025
Q3
$5.71M Buy
8,785
+234
+3% +$142K 0.11% 166
2025
Q2
$4.57M Sell
8,551
-584
-6% -$258K 0.1% 185
2025
Q1
$3.38M Buy
9,135
+2,997
+49% +$1.3M 0.07% 233
2024
Q4
$2.79M Buy
6,138
+7
+0.1% +$3.31K 0.06% 269
2024
Q3
$2.64M Buy
6,131
+2,781
+83% +$1.05M 0.06% 268
2024
Q2
$1.22M Buy
3,350
+1,934
+137% +$713K 0.03% 354
2024
Q1
$496K Buy
+1,416
New +$380K 0.02% 497

Other funds holding EME

Great Valley Advisor Group's EME Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Emcor (EME) stake by 1.8% in Q1 2026, selling an estimated $118K and leaving 8,834 shares worth $6.52M. The position accounts for 0.12% of the portfolio, ranked #166.

Great Valley Advisor Group first reported a position in EME in Q1 2024 and has held it in 9 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Great Valley Advisor Group held 8,834 shares of Emcor worth $6.52M as of Q1 2026.
  • Great Valley Advisor Group sold 162 Emcor shares in Q1 2026, an estimated $118K.
  • Emcor made up 0.12% of Great Valley Advisor Group's portfolio in Q1 2026, its #166 holding.
  • Great Valley Advisor Group first reported a position in Emcor in Q1 2024 and has held it in 9 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.