Portside Wealth Group
EME icon

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
Q3 		$1.31M Buy
1,742
+155
+10% +$119K 0.15% 155
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Close Asset Management
Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return

Portside Wealth Group's EME Position: Q3 2026 in Review

Portside Wealth Group increased its Emcor (EME) stake by 9.8% in Q3 2026, buying an estimated $119K and bringing the position to 1,742 shares worth $1.31M. The position accounts for 0.15% of the portfolio, ranked #155.

Portside Wealth Group first reported a position in EME in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.32M in Q2 2026. 636 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • Portside Wealth Group held 1,742 shares of Emcor worth $1.31M as of Q3 2026.
  • Portside Wealth Group bought 155 Emcor shares in Q3 2026, an estimated $119K.
  • Emcor made up 0.15% of Portside Wealth Group's portfolio in Q3 2026, its #155 holding.
  • Portside Wealth Group first reported a position in Emcor in Q2 2023 and has held it in 14 quarters since.
  • Portside Wealth Group's Emcor position peaked at $1.32M in Q2 2026.
  • 636 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.