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 Q2	$3.42M	Sell	4,121 -524	-11%	-$443K	0.88%	27
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Quantum Private Wealth's EME Position: Q2 2026 in Review

Quantum Private Wealth reduced its Emcor (EME) stake by 11% in Q2 2026, selling an estimated $443K and leaving 4,121 shares worth $3.42M. The position accounts for 0.88% of the portfolio, ranked #27.

Quantum Private Wealth first reported a position in EME in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.43M in Q1 2026. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Quantum Private Wealth held 4,121 shares of Emcor worth $3.42M as of Q2 2026.
Quantum Private Wealth sold 524 Emcor shares in Q2 2026, an estimated $443K.
Emcor made up 0.88% of Quantum Private Wealth's portfolio in Q2 2026, its #27 holding.
Quantum Private Wealth first reported a position in Emcor in Q4 2021 and has held it in 19 quarters since.
Quantum Private Wealth's Emcor position peaked at $3.43M in Q1 2026.
1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Quantum Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.