MWM
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Moran Wealth Management’s Emcor EME Stock Holding History

Moran Wealth 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
Q1 		$16.3M Sell
22,115
-1,406
-6% -$1.02M 0.5% 56
2025
Q4 		$14.4M Sell
23,521
-1,699
-7% -$1.1M 0.44% 70
2025
Q3 		$16.4M Buy
25,220
+5,427
+27% +$3.29M 0.49% 60
2025
Q2 		$10.6M Sell
19,793
-862
-4% -$380K 0.33% 98
2025
Q1 		$7.63M Buy
20,655
+8,707
+73% +$3.77M 0.26% 120
2024
Q4 		$5.42M Sell
11,948
-19
-0.2% -$8.99K 0.17% 157
2024
Q3 		$5.15M Sell
11,967
-50
-0.4% -$18.9K 0.16% 167
2024
Q2 		$4.39M Sell
12,017
-125
-1% -$46.1K 0.14% 182
2024
Q1 		$4.25M Sell
12,142
-1,377
-10% -$370K 0.14% 188
2023
Q4 		$2.91M Buy
+13,519
New +$2.84M 0.1% 222

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

Moran Wealth Management's EME Position: Q1 2026 in Review

Moran Wealth Management reduced its Emcor (EME) stake by 6% in Q1 2026, selling an estimated $1.02M and leaving 22,115 shares worth $16.3M. The position accounts for 0.5% of the portfolio, ranked #56.

Moran Wealth Management first reported a position in EME in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.4M in Q3 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Moran Wealth Management held 22,115 shares of Emcor worth $16.3M as of Q1 2026.
  • Moran Wealth Management sold 1,406 Emcor shares in Q1 2026, an estimated $1.02M.
  • Emcor made up 0.5% of Moran Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Moran Wealth Management first reported a position in Emcor in Q4 2023 and has held it in 10 quarters since.
  • Moran Wealth Management's Emcor position peaked at $16.4M in Q3 2025.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.