Moss Adams Wealth Advisors’s Emcor EME Stock Holding History

Moss Adams Wealth 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	$469K	Buy	565 +5	+0.9%	+$4.23K	0.03%	164
2026 Q1	$413K	Buy	560 +24	+4%	+$17.5K	0.03%	161
2025 Q4	$328K	Buy	536 +24	+5%	+$15.5K	0.02%	187
2025 Q3	$333K	Buy	512 +2	+0.4%	+$1.21K	0.03%	177
2025 Q2	$273K	Buy	+510	New	+$225K	0.02%	206
2025 Q1	–	Sell	-447	Closed	-$203K	–	222
2024 Q4	$203K	Buy	+447	New	+$211K	0.02%	197

Other funds holding EME

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aware Super Sydney, Australia $7.06B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Moss Adams Wealth Advisors's EME Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Emcor (EME) stake by 0.89% in Q2 2026, buying an estimated $4.23K and bringing the position to 565 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #164.

Moss Adams Wealth Advisors first reported a position in EME in Q4 2024 and has held it in 6 quarters since. 450 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Moss Adams Wealth Advisors held 565 shares of Emcor worth $469K as of Q2 2026.
Moss Adams Wealth Advisors bought 5 Emcor shares in Q2 2026, an estimated $4.23K.
Emcor made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #164 holding.
Moss Adams Wealth Advisors first reported a position in Emcor in Q4 2024 and has held it in 6 quarters since.
450 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.