Quantum Financial Advisors
EME icon

Quantum Financial Advisors’s Emcor EME Stock Holding History

Quantum Financial Advisors’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 		$458K Sell
606
-31
-5% -$23.9K 0.04% 130
2026
Q2 		$529K Sell
637
-140
-18% -$118K 0.05% 119
2026
Q1 		$574K Sell
777
-1
-0.1% -$728 0.06% 98
2025
Q4 		$476K Sell
778
-29
-4% -$18.8K 0.05% 116
2025
Q3 		$524K Sell
807
-80
-9% -$48.5K 0.06% 95
2025
Q2 		$475K Sell
887
-58
-6% -$25.6K 0.06% 95
2025
Q1 		$349K Sell
945
-5
-0.5% -$2.16K 0.05% 107
2024
Q4 		$431K Buy
950
+1
+0.1% +$473 0.07% 95
2024
Q3 		$409K Sell
949
-23
-2% -$8.68K 0.06% 100
2024
Q2 		$355K Hold
972
– – 0.06% 103
2024
Q1 		$341K Hold
972
– – 0.06% 102
2023
Q4 		$209K Buy
972
+1
+0.1% +$210 0.05% 117
2023
Q3 		$204K Buy
+971
New +$203K 0.06% 110

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

Quantum Financial Advisors's EME Position: Q3 2026 in Review

Quantum Financial Advisors reduced its Emcor (EME) stake by 4.9% in Q3 2026, selling an estimated $23.9K and leaving 606 shares worth $458K. The position accounts for 0.04% of the portfolio, ranked #130.

Quantum Financial Advisors first reported a position in EME in Q3 2023 and has held it in 13 quarters since. The position peaked at $574K in Q1 2026. 1,024 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • Quantum Financial Advisors held 606 shares of Emcor worth $458K as of Q3 2026.
  • Quantum Financial Advisors sold 31 Emcor shares in Q3 2026, an estimated $23.9K.
  • Emcor made up 0.04% of Quantum Financial Advisors's portfolio in Q3 2026, its #130 holding.
  • Quantum Financial Advisors first reported a position in Emcor in Q3 2023 and has held it in 13 quarters since.
  • Quantum Financial Advisors's Emcor position peaked at $574K in Q1 2026.
  • 1,024 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Quantum Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.