Pinnacle Wealth Planning Services’s Emcor EME Stock Holding History

Pinnacle Wealth Planning Services’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	$230K	Buy	277 +4	+1%	+$3.38K	0.02%	471
2026 Q1	$202K	Sell	273 -14	-5%	-$10.2K	0.02%	478
2025 Q4	$176K	Buy	+287	New	+$186K	0.02%	510
2024 Q4	–	Sell	-979	Closed	-$421K	–	443
2024 Q3	$421K	Sell	979 -4	-0.4%	-$1.51K	0.06%	223
2024 Q2	$359K	Sell	983 -5	-0.5%	-$1.84K	0.05%	241
2024 Q1	$346K	Sell	988 -6	-0.6%	-$1.61K	0.05%	264
2023 Q4	$214K	Buy	994 +7	+0.7%	+$1.47K	0.03%	377
2023 Q3	$208K	Buy	+987	New	+$206K	0.03%	355
2023 Q2	–	Sell	-1,309	Closed	-$213K	–	474
2023 Q1	$213K	Buy	+1,309	New	+$201K	0.04%	371
2021 Q1	–	Sell	-621	Closed	-$57K	–	828
2020 Q4	$57K	Buy	+621	New	+$49.9K	0.01%	728

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Pinnacle Wealth Planning Services's EME Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Emcor (EME) stake by 1.5% in Q2 2026, buying an estimated $3.38K and bringing the position to 277 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #471.

Pinnacle Wealth Planning Services first reported a position in EME in Q4 2020 and has held it in 10 quarters since. The position peaked at $421K in Q3 2024. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Pinnacle Wealth Planning Services held 277 shares of Emcor worth $230K as of Q2 2026.
Pinnacle Wealth Planning Services bought 4 Emcor shares in Q2 2026, an estimated $3.38K.
Emcor made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #471 holding.
Pinnacle Wealth Planning Services first reported a position in Emcor in Q4 2020 and has held it in 10 quarters since.
Pinnacle Wealth Planning Services's Emcor position peaked at $421K in Q3 2024.
1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.