EP Wealth Advisors, LLC
- SEC CIK
- 0001540569
- Latest filing
- Aug 11, 2026
EME holding history
EMCOR Group, Inc. in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
EME overviewAll 13F holders of EMEFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,030
- Value
- $855.0K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,030 | $855.0K | <0.1% | +315+44.1% | Added | Holders |
| Q1 2026 | 715 | $528.1K | <0.1% | +71+11.0% | Added | Holders |
| Q4 2025 | 644 | $393.9K | <0.1% | – | No prior filing | Holders |
| Q3 2025 | – | – | – | – | Not filed | Holders |
| Q2 2025 | 469 | $251.1K | <0.1% | +469 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −444−100.0% | Sold out | Holders |
| Q4 2024 | 444 | $201.5K | <0.1% | +444 | New | Holders |