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Moneta Group Investment Advisors’s Emcor EME Stock Holding History

Moneta Group Investment Advisors’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 		$759K Buy
914
+11
+1% +$9.3K 0.01% 459
2026
Q1 		$667K Buy
903
+91
+11% +$66.2K 0.01% 439
2025
Q4 		$497K Sell
812
-3
-0.4% -$1.94K ﹤0.01% 501
2025
Q3 		$529K Buy
815
+8
+1% +$4.85K ﹤0.01% 477
2025
Q2 		$432K Sell
807
-10
-1% -$4.41K 0.01% 470
2025
Q1 		$302K Hold
817
– – ﹤0.01% 524
2024
Q4 		$371K Hold
817
– – 0.01% 484
2024
Q3 		$352K Buy
817
+12
+1% +$4.53K 0.01% 484
2024
Q2 		$294K Hold
805
– – ﹤0.01% 488
2024
Q1 		$282K Buy
+805
New +$216K ﹤0.01% 505

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Moneta Group Investment Advisors's EME Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Emcor (EME) stake by 1.2% in Q2 2026, buying an estimated $9.3K and bringing the position to 914 shares worth $759K. The position accounts for 0.01% of the portfolio, ranked #459.

Moneta Group Investment Advisors first reported a position in EME in Q1 2024 and has held it in 10 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Moneta Group Investment Advisors held 914 shares of Emcor worth $759K as of Q2 2026.
  • Moneta Group Investment Advisors bought 11 Emcor shares in Q2 2026, an estimated $9.3K.
  • Emcor made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #459 holding.
  • Moneta Group Investment Advisors first reported a position in Emcor in Q1 2024 and has held it in 10 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.