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 $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

Atria Wealth Solutions's EME Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Emcor (EME) stake by 40% in Q2 2025, selling an estimated $121K and leaving 412 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #1330.

Atria Wealth Solutions first reported a position in EME in Q4 2022 and has held it in 11 quarters since. The position peaked at $822K in Q4 2024. 945 funds tracked by Wall St. Rank hold EME as of Q2 2025.

Atria Wealth Solutions held 412 shares of Emcor worth $221K as of Q2 2025.
Atria Wealth Solutions sold 275 Emcor shares in Q2 2025, an estimated $121K.
Emcor made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1330 holding.
Atria Wealth Solutions first reported a position in Emcor in Q4 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's Emcor position peaked at $822K in Q4 2024.
945 funds tracked by Wall St. Rank held Emcor as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.