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 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

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

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

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

PFW Advisors's EME Position: Q2 2026 in Review

PFW Advisors reduced its Emcor (EME) stake by 34% in Q2 2026, selling an estimated $250K and leaving 585 shares worth $485K. The position accounts for 0.14% of the portfolio, ranked #86.

PFW Advisors first reported a position in EME in Q3 2019 and has held it in 13 quarters since. The position peaked at $816K in Q3 2025. 190 funds tracked by Wall St. Rank hold EME as of Q2 2026.

PFW Advisors held 585 shares of Emcor worth $485K as of Q2 2026.
PFW Advisors sold 295 Emcor shares in Q2 2026, an estimated $250K.
Emcor made up 0.14% of PFW Advisors's portfolio in Q2 2026, its #86 holding.
PFW Advisors first reported a position in Emcor in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's Emcor position peaked at $816K in Q3 2025.
190 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.