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 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

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Quantum Financial Advisors's EME Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Emcor (EME) stake by 18% in Q2 2026, selling an estimated $118K and leaving 637 shares worth $529K. The position accounts for 0.05% of the portfolio, ranked #119.

Quantum Financial Advisors first reported a position in EME in Q3 2023 and has held it in 12 quarters since. The position peaked at $574K in Q1 2026. 159 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Quantum Financial Advisors held 637 shares of Emcor worth $529K as of Q2 2026.
Quantum Financial Advisors sold 140 Emcor shares in Q2 2026, an estimated $118K.
Emcor made up 0.05% of Quantum Financial Advisors's portfolio in Q2 2026, its #119 holding.
Quantum Financial Advisors first reported a position in Emcor in Q3 2023 and has held it in 12 quarters since.
Quantum Financial Advisors's Emcor position peaked at $574K in Q1 2026.
159 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.