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Portside Wealth Group’s Emcor EME Stock Holding History

Portside Wealth Group’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 		$1.32M Buy
1,587
+592
+59% +$501K 0.15% 151
2026
Q1 		$735K Sell
995
-328
-25% -$239K 0.1% 202
2025
Q4 		$809K Sell
1,323
-167
-11% -$108K 0.11% 193
2025
Q3 		$968K Buy
1,490
+173
+13% +$105K 0.13% 166
2025
Q2 		$704K Buy
1,317
+415
+46% +$183K 0.1% 201
2025
Q1 		$333K Sell
902
-26
-3% -$11.2K 0.05% 302
2024
Q4 		$421K Sell
928
-18
-2% -$8.52K 0.07% 256
2024
Q3 		$407K Sell
946
-388
-29% -$146K 0.07% 247
2024
Q2 		$487K Sell
1,334
-365
-21% -$135K 0.09% 217
2024
Q1 		$595K Sell
1,699
-198
-10% -$53.2K 0.11% 194
2023
Q4 		$409K Sell
1,897
-79
-4% -$16.6K 0.08% 229
2023
Q3 		$415K Buy
1,976
+1
+0.1% +$209 0.08% 215
2023
Q2 		$365K Buy
+1,975
New +$330K 0.07% 234

Other funds holding EME

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Portside Wealth Group's EME Position: Q2 2026 in Review

Portside Wealth Group increased its Emcor (EME) stake by 59% in Q2 2026, buying an estimated $501K and bringing the position to 1,587 shares worth $1.32M. The position accounts for 0.15% of the portfolio, ranked #151.

Portside Wealth Group first reported a position in EME in Q2 2023 and has held it in 13 quarters since. 159 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Portside Wealth Group held 1,587 shares of Emcor worth $1.32M as of Q2 2026.
  • Portside Wealth Group bought 592 Emcor shares in Q2 2026, an estimated $501K.
  • Emcor made up 0.15% of Portside Wealth Group's portfolio in Q2 2026, its #151 holding.
  • Portside Wealth Group first reported a position in Emcor in Q2 2023 and has held it in 13 quarters since.
  • 159 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.