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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
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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wallace Advisory Group's EME Position: Q1 2026 in Review

Wallace Advisory Group sold out of Emcor (EME) in Q1 2026, closing a stake of 335 shares — an estimated $205K sold.

Wallace Advisory Group first reported a position in EME in Q1 2023 and held it in 9 quarters. The position peaked at $280K in Q3 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Wallace Advisory Group reported no remaining Emcor position as of Q1 2026 after selling out during the quarter.
  • Wallace Advisory Group sold 335 Emcor shares in Q1 2026, an estimated $205K.
  • Wallace Advisory Group first reported a position in Emcor in Q1 2023 and held it in 9 quarters.
  • Wallace Advisory Group's Emcor position peaked at $280K in Q3 2025.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.