Plante Moran Financial Advisors’s Emcor EME Stock Holding History

Plante Moran Financial 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	$2.49K	Hold	3	–	–	﹤0.01%	712
2026 Q1	$2.21K	Hold	3	–	–	﹤0.01%	631
2025 Q4	$1.83K	Hold	3	–	–	﹤0.01%	727
2025 Q3	$1.95K	Buy	+3	New	+$1.82K	﹤0.01%	676
2021 Q2	–	Sell	-16	Closed	-$2K	–	978
2021 Q1	$2K	Buy	16 +8	+100%	+$802	﹤0.01%	905
2020 Q4	$1K	Buy	+8	New	+$643	﹤0.01%	815
2019 Q2	–	Sell	-31	Closed	-$2K	–	790
2019 Q1	$2K	Hold	31	–	–	﹤0.01%	711
2018 Q4	$2K	Hold	31	–	–	﹤0.01%	703
2018 Q3	$2K	Hold	31	–	–	﹤0.01%	687
2018 Q2	$2K	Hold	31	–	–	﹤0.01%	717
2018 Q1	$2K	Buy	+31	New	+$2.46K	﹤0.01%	829
2017 Q1	–	Sell	-65	Closed	-$5K	–	912
2016 Q4	$5K	Buy	65 +11	+20%	+$721	﹤0.01%	706
2016 Q3	$3K	Sell	54 -52	-49%	-$2.87K	﹤0.01%	778
2016 Q2	$5K	Buy	106 +25	+31%	+$1.19K	﹤0.01%	625
2016 Q1	$4K	Buy	+81	New	+$3.69K	﹤0.01%	613
2014 Q3	–	Sell	-53	Closed	-$2K	–	799
2014 Q2	$2K	Hold	53	–	–	﹤0.01%	756
2014 Q1	$2K	Hold	53	–	–	﹤0.01%	552
2013 Q4	$2K	Hold	53	–	–	﹤0.01%	620
2013 Q3	$2K	Hold	53	–	–	﹤0.01%	551
2013 Q2	$2K	Buy	+53	New	+$2.08K	﹤0.01%	534

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Plante Moran Financial Advisors's EME Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Emcor (EME) position steady in Q2 2026 at 3 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Plante Moran Financial Advisors first reported a position in EME in Q2 2013 and has held it in 20 quarters since. The position peaked at $5K in Q4 2016. 1,244 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Plante Moran Financial Advisors held 3 shares of Emcor worth $2.49K as of Q2 2026.
Plante Moran Financial Advisors left its Emcor share count unchanged in Q2 2026.
Emcor made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #712 holding.
Plante Moran Financial Advisors first reported a position in Emcor in Q2 2013 and has held it in 20 quarters since.
Plante Moran Financial Advisors's Emcor position peaked at $5K in Q4 2016.
1,244 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.