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Abich Financial Wealth Management’s Emcor EME Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$82.5K Buy
+127
New +$77K 0.03% 258
2024
Q3 		– Sell
-24
Closed -$8.6K – 524
2024
Q2 		$8.6K Buy
24
+11
+85% +$4.06K 0.01% 288
2024
Q1 		$4.55K Buy
13
+3
+30% +$805 ﹤0.01% 304
2023
Q4 		$2.15K Buy
+10
New +$2.1K ﹤0.01% 315

Other funds holding EME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Abich Financial Wealth Management's EME Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Emcor (EME) in Q3 2025: 127 shares worth $82.5K. The stake represents 0.03% of the portfolio and ranks #258 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in EME as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in EME in Q4 2023 and has held it in 4 quarters since. 1,064 funds tracked by Wall St. Rank hold EME as of Q3 2025.

  • Abich Financial Wealth Management held 127 shares of Emcor worth $82.5K as of Q3 2025.
  • Emcor was a new Abich Financial Wealth Management position in Q3 2025.
  • Emcor made up 0.03% of Abich Financial Wealth Management's portfolio in Q3 2025, its #258 holding.
  • Abich Financial Wealth Management first reported a position in Emcor in Q4 2023 and has held it in 4 quarters since.
  • 1,064 funds tracked by Wall St. Rank held Emcor as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.