PFW Advisors’s Emcor EME Stock Holding History

PFW 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 Q3	$414K	Sell	549 -36	-6%	-$27.8K	0.12%	88
2026 Q2	$485K	Sell	585 -295	-34%	-$250K	0.14%	86
2026 Q1	$650K	Hold	880	–	–	0.2%	73
2025 Q4	$538K	Sell	880 -377	-30%	-$244K	0.16%	81
2025 Q3	$816K	Hold	1,257	–	–	0.24%	73
2025 Q2	$672K	Hold	1,257	–	–	0.21%	77
2025 Q1	$465K	Sell	1,257 -262	-17%	-$113K	0.15%	88
2024 Q4	$689K	Buy	+1,519	New	+$719K	0.21%	77
2024 Q2	$555K	Sell	1,519 -333	-18%	-$123K	0.18%	83
2024 Q1	$649K	Hold	1,852	–	–	0.2%	83
2023 Q4	$399K	Sell	1,852 -97	-5%	-$20.4K	0.13%	91
2023 Q3	$410K	Hold	1,949	–	–	0.14%	87
2023 Q2	$431K	Buy	+1,949	New	+$326K	0.14%	86
2019 Q3	$654K	Buy	+1,519	New	+$129K	0.2%	80

Other funds holding EME

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

PFW Advisors's EME Position: Q3 2026 in Review

PFW Advisors reduced its Emcor (EME) stake by 6.2% in Q3 2026, selling an estimated $27.8K and leaving 549 shares worth $414K. The position accounts for 0.12% of the portfolio, ranked #88.

PFW Advisors first reported a position in EME in Q3 2019 and has held it in 14 quarters since. The position peaked at $816K in Q3 2025. 749 funds tracked by Wall St. Rank hold EME as of Q3 2026.

PFW Advisors held 549 shares of Emcor worth $414K as of Q3 2026.
PFW Advisors sold 36 Emcor shares in Q3 2026, an estimated $27.8K.
Emcor made up 0.12% of PFW Advisors's portfolio in Q3 2026, its #88 holding.
PFW Advisors first reported a position in Emcor in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's Emcor position peaked at $816K in Q3 2025.
749 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.