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Mark Sheptoff Financial Planning’s Emcor EME Stock Holding History

Mark Sheptoff Financial Planning’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 		$33.2K Hold
40
– – 0.02% 222
2026
Q1 		$37.3K Hold
40
– – 0.02% 205
2025
Q4 		$24.5K Sell
40
-60
-60% -$38.9K 0.01% 259
2025
Q3 		$65K Sell
100
-513
-84% -$311K 0.03% 176
2025
Q2 		$328K Buy
+613
New +$270K 0.17% 72

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mark Sheptoff Financial Planning's EME Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Emcor (EME) position steady in Q2 2026 at 40 shares worth $33.2K. The position accounts for 0.02% of the portfolio, ranked #222.

Mark Sheptoff Financial Planning first reported a position in EME in Q2 2025 and has held it in 5 quarters since. The position peaked at $328K in Q2 2025. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Mark Sheptoff Financial Planning held 40 shares of Emcor worth $33.2K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Emcor share count unchanged in Q2 2026.
  • Emcor made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #222 holding.
  • Mark Sheptoff Financial Planning first reported a position in Emcor in Q2 2025 and has held it in 5 quarters since.
  • Mark Sheptoff Financial Planning's Emcor position peaked at $328K in Q2 2025.
  • 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.