KRW
EME icon

Kaufman Rossin Wealth’s Emcor EME Stock Holding History

Kaufman Rossin 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 		$277K Hold
354
– – 0.13% 80
2026
Q1 		$261K Sell
354
-114
-24% -$83K 0.15% 83
2025
Q4 		$286K Buy
468
+25
+6% +$16.2K 0.15% 110
2025
Q3 		$288K Hold
443
– – 0.16% 102
2025
Q2 		$237K Buy
+443
New +$195K 0.15% 111

Other funds holding EME

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Kaufman Rossin Wealth's EME Position: Q2 2026 in Review

Kaufman Rossin Wealth held its Emcor (EME) position steady in Q2 2026 at 354 shares worth $277K. The position accounts for 0.13% of the portfolio, ranked #80.

Kaufman Rossin Wealth first reported a position in EME in Q2 2025 and has held it in 5 quarters since. The position peaked at $288K in Q3 2025. 588 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Kaufman Rossin Wealth held 354 shares of Emcor worth $277K as of Q2 2026.
  • Kaufman Rossin Wealth left its Emcor share count unchanged in Q2 2026.
  • Emcor made up 0.13% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #80 holding.
  • Kaufman Rossin Wealth first reported a position in Emcor in Q2 2025 and has held it in 5 quarters since.
  • Kaufman Rossin Wealth's Emcor position peaked at $288K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.