New Wave Wealth Advisors’s Emcor EME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.16M Buy
1,403
+214
+18% +$181K 0.32% 70
2026
Q1
$878K Buy
1,189
+21
+2% +$15.3K 0.3% 62
2025
Q4
$715K Buy
1,168
+62
+6% +$40.1K 0.26% 72
2025
Q3
$718K Buy
1,106
+24
+2% +$14.6K 0.28% 68
2025
Q2
$579K Buy
1,082
+3
+0.3% +$1.32K 0.25% 67
2025
Q1
$399K Buy
1,079
+87
+9% +$37.6K 0.18% 79
2024
Q4
$450K Sell
992
-9
-0.9% -$4.26K 0.18% 74
2024
Q3
$431K Buy
+1,001
New +$378K 0.2% 75

Other funds holding EME

New Wave Wealth Advisors's EME Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Emcor (EME) stake by 18% in Q2 2026, buying an estimated $181K and bringing the position to 1,403 shares worth $1.16M. The position accounts for 0.32% of the portfolio, ranked #70.

New Wave Wealth Advisors first reported a position in EME in Q3 2024 and has held it in 8 quarters since. 369 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • New Wave Wealth Advisors held 1,403 shares of Emcor worth $1.16M as of Q2 2026.
  • New Wave Wealth Advisors bought 214 Emcor shares in Q2 2026, an estimated $181K.
  • Emcor made up 0.32% of New Wave Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • New Wave Wealth Advisors first reported a position in Emcor in Q3 2024 and has held it in 8 quarters since.
  • 369 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.