Moran Wealth Management
EME icon

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
Q3 		$15.7M Buy
20,849
+122
+0.6% +$94.1K 0.43% 69
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Moran Wealth Management's EME Position: Q3 2026 in Review

Moran Wealth Management increased its Emcor (EME) stake by 0.59% in Q3 2026, buying an estimated $94.1K and bringing the position to 20,849 shares worth $15.7M. The position accounts for 0.43% of the portfolio, ranked #69.

Moran Wealth Management first reported a position in EME in Q4 2023 and has held it in 12 quarters since. The position peaked at $17.2M in Q2 2026. 749 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • Moran Wealth Management held 20,849 shares of Emcor worth $15.7M as of Q3 2026.
  • Moran Wealth Management bought 122 Emcor shares in Q3 2026, an estimated $94.1K.
  • Emcor made up 0.43% of Moran Wealth Management's portfolio in Q3 2026, its #69 holding.
  • Moran Wealth Management first reported a position in Emcor in Q4 2023 and has held it in 12 quarters since.
  • Moran Wealth Management's Emcor position peaked at $17.2M in Q2 2026.
  • 749 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.