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Marks Group Wealth Management’s Emcor EME Stock Holding History

Marks Group Wealth Management’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 		$6.75M Sell
8,136
-2,777
-25% -$2.35M 0.59% 36
2026
Q1 		$8.06M Sell
10,913
-4,762
-30% -$3.47M 0.78% 30
2025
Q4 		$9.59M Sell
15,675
-2,756
-15% -$1.78M 0.92% 19
2025
Q3 		$12M Sell
18,431
-1,840
-9% -$1.12M 1.11% 12
2025
Q2 		$10.8M Sell
20,271
-3,178
-14% -$1.4M 1.01% 15
2025
Q1 		$8.67M Buy
23,449
+1,341
+6% +$580K 0.83% 39
2024
Q4 		$10M Sell
22,108
-1,504
-6% -$712K 0.99% 18
2024
Q3 		$10.2M Buy
23,612
+604
+3% +$228K 0.97% 15
2024
Q2 		$8.4M Sell
23,008
-13,929
-38% -$5.14M 0.88% 32
2024
Q1 		$12.9M Sell
36,937
-2,459
-6% -$660K 1.35% 8
2023
Q4 		$8.49M Sell
39,396
-1,570
-4% -$329K 0.97% 18
2023
Q3 		$8.62M Sell
40,966
-1,334
-3% -$279K 1.07% 12
2023
Q2 		$7.82M Sell
42,300
-147
-0.3% -$24.6K 0.93% 22
2023
Q1 		$6.9M Buy
+42,447
New +$6.53M 0.88% 36

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

Marks Group Wealth Management's EME Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Emcor (EME) stake by 25% in Q2 2026, selling an estimated $2.35M and leaving 8,136 shares worth $6.75M. The position accounts for 0.59% of the portfolio, ranked #36.

Marks Group Wealth Management first reported a position in EME in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.9M in Q1 2024. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Marks Group Wealth Management held 8,136 shares of Emcor worth $6.75M as of Q2 2026.
  • Marks Group Wealth Management sold 2,777 Emcor shares in Q2 2026, an estimated $2.35M.
  • Emcor made up 0.59% of Marks Group Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Marks Group Wealth Management first reported a position in Emcor in Q1 2023 and has held it in 14 quarters since.
  • Marks Group Wealth Management's Emcor position peaked at $12.9M in Q1 2024.
  • 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.