Avantax Advisory Services’s Emcor EME Stock Holding History

Avantax Advisory Services’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	$1.86M	Buy	3,470 +4	+0.1%	+$1.76K	0.01%	841
2025 Q1	$1.28M	Buy	3,466 +361	+12%	+$156K	0.01%	963
2024 Q4	$1.41M	Buy	3,105 +124	+4%	+$58.7K	0.01%	887
2024 Q3	$1.28M	Sell	2,981 -8	-0.3%	-$3.02K	0.01%	899
2024 Q2	$1.09M	Buy	2,989 +1,892	+172%	+$698K	0.01%	932
2024 Q1	$384K	Buy	1,097 +79	+8%	+$21.2K	﹤0.01%	1170
2023 Q4	$219K	Buy	+1,018	New	+$214K	﹤0.01%	1429
2023 Q3	–	Sell	-1,230	Closed	-$227K	–	1569
2023 Q2	$227K	Sell	1,230 -157	-11%	-$26.3K	﹤0.01%	1338
2023 Q1	$225K	Buy	+1,387	New	+$213K	﹤0.01%	1301

Other funds holding EME

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Avantax Advisory Services's EME Position: Q2 2025 in Review

Avantax Advisory Services increased its Emcor (EME) stake by 0.12% in Q2 2025, buying an estimated $1.76K and bringing the position to 3,470 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #841.

Avantax Advisory Services first reported a position in EME in Q1 2023 and has held it in 9 quarters since. 945 funds tracked by Wall St. Rank hold EME as of Q2 2025.

Avantax Advisory Services held 3,470 shares of Emcor worth $1.86M as of Q2 2025.
Avantax Advisory Services bought 4 Emcor shares in Q2 2025, an estimated $1.76K.
Emcor made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #841 holding.
Avantax Advisory Services first reported a position in Emcor in Q1 2023 and has held it in 9 quarters since.
945 funds tracked by Wall St. Rank held Emcor as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.