Arete Wealth Advisors’s Emcor EME Stock Holding History

Arete Wealth 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
2025 Q3	–	Sell	-453	Closed	-$243K	–	777
2025 Q2	$243K	Buy	+453	New	+$200K	0.02%	628

Other funds holding EME

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Arete Wealth Advisors's EME Position: Q3 2025 in Review

Arete Wealth Advisors sold out of Emcor (EME) in Q3 2025, closing a stake of 453 shares — an estimated $243K sold.

Arete Wealth Advisors first reported a position in EME in Q2 2025 and held it in 1 quarter. The position peaked at $243K in Q2 2025. 1,063 funds tracked by Wall St. Rank hold EME as of Q3 2025.

Arete Wealth Advisors reported no remaining Emcor position as of Q3 2025 after selling out during the quarter.
Arete Wealth Advisors sold 453 Emcor shares in Q3 2025, an estimated $243K.
Arete Wealth Advisors first reported a position in Emcor in Q2 2025 and held it in 1 quarter.
Arete Wealth Advisors's Emcor position peaked at $243K in Q2 2025.
1,063 funds tracked by Wall St. Rank held Emcor as of Q3 2025.

Based on Arete Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.