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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
Q2 		$17.2M Sell
20,727
-1,388
-6% -$1.17M 0.47% 56
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 $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

Moran Wealth Management's EME Position: Q2 2026 in Review

Moran Wealth Management reduced its Emcor (EME) stake by 6.3% in Q2 2026, selling an estimated $1.17M and leaving 20,727 shares worth $17.2M. The position accounts for 0.47% of the portfolio, ranked #56.

Moran Wealth Management first reported a position in EME in Q4 2023 and has held it in 11 quarters since. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Moran Wealth Management held 20,727 shares of Emcor worth $17.2M as of Q2 2026.
  • Moran Wealth Management sold 1,388 Emcor shares in Q2 2026, an estimated $1.17M.
  • Emcor made up 0.47% of Moran Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Moran Wealth Management first reported a position in Emcor in Q4 2023 and has held it in 11 quarters since.
  • 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.