Pinnacle Wealth Planning Services’s Emcor EME Stock Holding History

Pinnacle Wealth Planning Services’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	$211K	Buy	280 +3	+1%	+$2.31K	0.02%	483
2026 Q2	$230K	Buy	277 +4	+1%	+$3.38K	0.02%	471
2026 Q1	$202K	Sell	273 -14	-5%	-$10.2K	0.02%	478
2025 Q4	$176K	Buy	+287	New	+$186K	0.02%	510
2024 Q4	–	Sell	-979	Closed	-$421K	–	443
2024 Q3	$421K	Sell	979 -4	-0.4%	-$1.51K	0.06%	223
2024 Q2	$359K	Sell	983 -5	-0.5%	-$1.84K	0.05%	241
2024 Q1	$346K	Sell	988 -6	-0.6%	-$1.61K	0.05%	264
2023 Q4	$214K	Buy	994 +7	+0.7%	+$1.47K	0.03%	377
2023 Q3	$208K	Buy	+987	New	+$206K	0.03%	355
2023 Q2	–	Sell	-1,309	Closed	-$213K	–	474
2023 Q1	$213K	Buy	+1,309	New	+$201K	0.04%	371
2021 Q1	–	Sell	-621	Closed	-$57K	–	828
2020 Q4	$57K	Buy	+621	New	+$49.9K	0.01%	728

Other funds holding EME

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

Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Pinnacle Wealth Planning Services's EME Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Emcor (EME) stake by 1.1% in Q3 2026, buying an estimated $2.31K and bringing the position to 280 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #483.

Pinnacle Wealth Planning Services first reported a position in EME in Q4 2020 and has held it in 11 quarters since. The position peaked at $421K in Q3 2024. 444 funds tracked by Wall St. Rank hold EME as of Q3 2026.

Pinnacle Wealth Planning Services held 280 shares of Emcor worth $211K as of Q3 2026.
Pinnacle Wealth Planning Services bought 3 Emcor shares in Q3 2026, an estimated $2.31K.
Emcor made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #483 holding.
Pinnacle Wealth Planning Services first reported a position in Emcor in Q4 2020 and has held it in 11 quarters since.
Pinnacle Wealth Planning Services's Emcor position peaked at $421K in Q3 2024.
444 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.