American Trust’s Emcor EME Stock Holding History

American Trust’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 Q4	–	Sell	-790	Closed	-$513K	–	335
2025 Q3	$513K	Sell	790 -140	-15%	-$84.9K	0.04%	175
2025 Q2	$497K	Buy	+930	New	+$410K	0.05%	159

Other funds holding EME

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

American Trust's EME Position: Q4 2025 in Review

American Trust sold out of Emcor (EME) in Q4 2025, closing a stake of 790 shares — an estimated $513K sold.

American Trust first reported a position in EME in Q2 2025 and held it in 2 quarters. The position peaked at $513K in Q3 2025. 1,096 funds tracked by Wall St. Rank hold EME as of Q4 2025.

American Trust reported no remaining Emcor position as of Q4 2025 after selling out during the quarter.
American Trust sold 790 Emcor shares in Q4 2025, an estimated $513K.
American Trust first reported a position in Emcor in Q2 2025 and held it in 2 quarters.
American Trust's Emcor position peaked at $513K in Q3 2025.
1,096 funds tracked by Wall St. Rank held Emcor as of Q4 2025.

Based on American Trust's 13F filing for Q4 2025, filed 17 Feb 2026.