McGlone Suttner Wealth Management
EME icon

McGlone Suttner Wealth Management’s Emcor EME Stock Holding History

McGlone Suttner 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
Q3 		$1.11M Sell
1,472
-20
-1% -$15.4K 0.13% 77
2026
Q2 		$1.24M Buy
1,492
+10
+0.7% +$8.46K 0.15% 73
2026
Q1 		$1.09M Sell
1,482
-42
-3% -$30.6K 0.14% 75
2025
Q4 		$933K Buy
1,524
+27
+2% +$17.5K 0.13% 78
2025
Q3 		$973K Sell
1,497
-21
-1% -$12.7K 0.14% 74
2025
Q2 		$812K Buy
1,518
+29
+2% +$12.8K 0.12% 82
2025
Q1 		$550K Buy
1,489
+135
+10% +$58.4K 0.09% 104
2024
Q4 		$615K Buy
1,354
+187
+16% +$88.5K 0.1% 86
2024
Q3 		$502K Buy
+1,167
New +$440K 0.1% 99
2024
Q2 		– Sell
-653
Closed -$229K – 165
2024
Q1 		$229K Buy
653
+30
+5% +$8.05K 0.04% 156
2023
Q4 		$134K Buy
+623
New +$131K 0.03% 183

Other funds holding EME

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

McGlone Suttner Wealth Management's EME Position: Q3 2026 in Review

McGlone Suttner Wealth Management reduced its Emcor (EME) stake by 1.3% in Q3 2026, selling an estimated $15.4K and leaving 1,472 shares worth $1.11M. The position accounts for 0.13% of the portfolio, ranked #77.

McGlone Suttner Wealth Management first reported a position in EME in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.24M in Q2 2026. 1,024 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • McGlone Suttner Wealth Management held 1,472 shares of Emcor worth $1.11M as of Q3 2026.
  • McGlone Suttner Wealth Management sold 20 Emcor shares in Q3 2026, an estimated $15.4K.
  • Emcor made up 0.13% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #77 holding.
  • McGlone Suttner Wealth Management first reported a position in Emcor in Q4 2023 and has held it in 11 quarters since.
  • McGlone Suttner Wealth Management's Emcor position peaked at $1.24M in Q2 2026.
  • 1,024 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.