Atria Wealth Solutions’s Emcor EME Stock Holding History

Atria Wealth Solutions’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	$221K	Sell	412 -275	-40%	-$121K	0.01%	1330
2025 Q1	$254K	Sell	687 -1,124	-62%	-$486K	﹤0.01%	1577
2024 Q4	$822K	Buy	1,811 +1,007	+125%	+$476K	0.01%	1011
2024 Q3	$346K	Sell	804 -419	-34%	-$158K	﹤0.01%	1428
2024 Q2	$447K	Sell	1,223 -703	-37%	-$259K	﹤0.01%	1297
2024 Q1	$675K	Sell	1,926 -269	-12%	-$72.2K	0.01%	1108
2023 Q4	$473K	Sell	2,195 -214	-9%	-$44.9K	0.01%	1242
2023 Q3	$507K	Sell	2,409 -80	-3%	-$16.7K	0.01%	1125
2023 Q2	$460K	Sell	2,489 -125	-5%	-$20.9K	0.01%	1202
2023 Q1	$425K	Sell	2,614 -33	-1%	-$5.07K	0.01%	1224
2022 Q4	$392K	Buy	+2,647	New	+$376K	0.01%	1211

Other funds holding EME

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

Kayne Anderson Rudnick Investment Management

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

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

Geode Capital Management

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Victory Capital Management

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