Wallace Advisory Group’s Emcor EME Stock Holding History

Wallace Advisory 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 Q2	$211K	Buy	+254	New	+$215K	0.2%	128
2026 Q1	–	Sell	-335	Closed	-$205K	–	133
2025 Q4	$205K	Sell	335 -188	-36%	-$122K	0.22%	123
2025 Q3	$280K	Buy	+523	New	+$317K	0.22%	130
2024 Q4	–	Sell	-624	Closed	-$228K	–	187
2024 Q3	$228K	Hold	624	–	–	0.17%	159
2024 Q2	$228K	Sell	624 -414	-40%	-$153K	0.16%	161
2024 Q1	$224K	Sell	1,038 -181	-15%	-$48.6K	0.17%	148
2023 Q4	$256K	Sell	1,219 -51	-4%	-$10.7K	0.2%	123
2023 Q3	$235K	Sell	1,270 -35	-3%	-$7.32K	0.17%	147
2023 Q2	$212K	Hold	1,305	–	–	0.16%	152
2023 Q1	$212K	Buy	+1,305	New	+$201K	0.16%	152

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

Wallace Advisory Group's EME Position: Q2 2026 in Review

Wallace Advisory Group opened a new position in Emcor (EME) in Q2 2026: 254 shares worth $211K. The stake represents 0.2% of the portfolio and ranks #128 among its holdings. This is a return to the name: Wallace Advisory Group previously reported a position in EME as recently as Q4 2025.

Wallace Advisory Group first reported a position in EME in Q1 2023 and has held it in 10 quarters since. The position peaked at $280K in Q3 2025. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Wallace Advisory Group held 254 shares of Emcor worth $211K as of Q2 2026.
Emcor was a new Wallace Advisory Group position in Q2 2026.
Emcor made up 0.2% of Wallace Advisory Group's portfolio in Q2 2026, its #128 holding.
Wallace Advisory Group first reported a position in Emcor in Q1 2023 and has held it in 10 quarters since.
Wallace Advisory Group's Emcor position peaked at $280K in Q3 2025.
1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.