Quantum Private Wealth’s Emcor EME Stock Holding History

Quantum Private Wealth’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 Q1	$3.43M	Hold	4,645	–	–	1.06%	18
2025 Q4	$2.84M	Hold	4,645	–	–	0.83%	23
2025 Q3	$3.02M	Sell	4,645 -215	-4%	-$130K	0.88%	20
2025 Q2	$2.6M	Sell	4,860 -62	-1%	-$27.4K	0.84%	21
2025 Q1	$1.82M	Hold	4,922	–	–	0.69%	30
2024 Q4	$2.23M	Sell	4,922 -466	-9%	-$220K	0.71%	28
2024 Q3	$2.32M	Hold	5,388	–	–	0.79%	22
2024 Q2	$1.97M	Sell	5,388 -122	-2%	-$45K	0.7%	24
2024 Q1	$1.93M	Sell	5,510 -131	-2%	-$35.2K	0.71%	27
2023 Q4	$1.22M	Sell	5,641 -16	-0.3%	-$3.36K	0.51%	44
2023 Q3	$1.19M	Hold	5,657	–	–	0.57%	38
2023 Q2	$1.05M	Hold	5,657	–	–	0.48%	44
2023 Q1	$920K	Hold	5,657	–	–	0.5%	44
2022 Q4	$838K	Sell	5,657 -22	-0.4%	-$3.12K	0.53%	41
2022 Q3	$655K	Sell	5,679 -34	-0.6%	-$3.88K	0.41%	57
2022 Q2	$588K	Hold	5,713	–	–	0.35%	63
2022 Q1	$643K	Hold	5,713	–	–	0.28%	72
2021 Q4	$727K	Buy	+5,713	New	+$707K	0.28%	75

Other funds holding EME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Quantum Private Wealth's EME Position: Q1 2026 in Review

Quantum Private Wealth held its Emcor (EME) position steady in Q1 2026 at 4,645 shares worth $3.43M. The position accounts for 1.06% of the portfolio, ranked #18.

Quantum Private Wealth first reported a position in EME in Q4 2021 and has held it in 18 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

Quantum Private Wealth held 4,645 shares of Emcor worth $3.43M as of Q1 2026.
Quantum Private Wealth left its Emcor share count unchanged in Q1 2026.
Emcor made up 1.06% of Quantum Private Wealth's portfolio in Q1 2026, its #18 holding.
Quantum Private Wealth first reported a position in Emcor in Q4 2021 and has held it in 18 quarters since.
1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Quantum Private Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.