Altus Wealth Management’s Emcor EME Stock Holding History

Altus 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 Q2	–	Sell	-969	Closed	-$358K	–	33
2025 Q1	$358K	Hold	969	–	–	0.17%	30
2024 Q4	$440K	Hold	969	–	–	0.2%	27
2024 Q3	$417K	Hold	969	–	–	0.2%	28
2024 Q2	$354K	Hold	969	–	–	0.17%	30
2024 Q1	$339K	Hold	969	–	–	0.18%	29
2023 Q4	$209K	Hold	969	–	–	0.12%	39
2023 Q3	$204K	Buy	+969	New	+$203K	0.14%	36

Other funds holding EME

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Altus Wealth Management's EME Position: Q2 2025 in Review

Altus Wealth Management sold out of Emcor (EME) in Q2 2025, closing a stake of 969 shares — an estimated $358K sold.

Altus Wealth Management first reported a position in EME in Q3 2023 and held it in 7 quarters. The position peaked at $440K in Q4 2024. 945 funds tracked by Wall St. Rank hold EME as of Q2 2025.

Altus Wealth Management reported no remaining Emcor position as of Q2 2025 after selling out during the quarter.
Altus Wealth Management sold 969 Emcor shares in Q2 2025, an estimated $358K.
Altus Wealth Management first reported a position in Emcor in Q3 2023 and held it in 7 quarters.
Altus Wealth Management's Emcor position peaked at $440K in Q4 2024.
945 funds tracked by Wall St. Rank held Emcor as of Q2 2025.

Based on Altus Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.