Belpointe Asset Management’s Emcor EME Stock Holding History

Belpointe Asset Management’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	$557K	Sell	671 -73	-10%	-$61.8K	0.02%	689
2026 Q1	$549K	Sell	744 -100	-12%	-$72.8K	0.02%	659
2025 Q4	$516K	Sell	844 -333	-28%	-$216K	0.02%	643
2025 Q3	$765K	Buy	1,177 +395	+51%	+$240K	0.03%	495
2025 Q2	$418K	Buy	782 +32	+4%	+$14.1K	0.02%	640
2025 Q1	$277K	Buy	+750	New	+$324K	0.01%	753
2023 Q2	–	Sell	-844	Closed	-$137K	–	1365
2023 Q1	$137K	Sell	844 -744	-47%	-$114K	0.01%	1130
2022 Q4	$235K	Buy	+1,588	New	+$225K	0.01%	822

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 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

Aware Super Sydney, Australia $7.06B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Belpointe Asset Management's EME Position: Q2 2026 in Review

Belpointe Asset Management reduced its Emcor (EME) stake by 9.8% in Q2 2026, selling an estimated $61.8K and leaving 671 shares worth $557K. The position accounts for 0.02% of the portfolio, ranked #689.

Belpointe Asset Management first reported a position in EME in Q4 2022 and has held it in 8 quarters since. The position peaked at $765K in Q3 2025. 478 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Belpointe Asset Management held 671 shares of Emcor worth $557K as of Q2 2026.
Belpointe Asset Management sold 73 Emcor shares in Q2 2026, an estimated $61.8K.
Emcor made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #689 holding.
Belpointe Asset Management first reported a position in Emcor in Q4 2022 and has held it in 8 quarters since.
Belpointe Asset Management's Emcor position peaked at $765K in Q3 2025.
478 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.