Avion Wealth’s Emcor EME Stock Holding History

Avion Wealth’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
2026 Q1	$9K	Buy	13 +4	+44%	+$2.91K	﹤0.01%	514
2025 Q4	$5K	Hold	9	–	–	﹤0.01%	652
2025 Q3	$5K	Hold	9	–	–	﹤0.01%	643
2025 Q2	$4K	Buy	9 +6	+200%	+$2.65K	﹤0.01%	659
2025 Q1	$1K	Hold	3	–	–	﹤0.01%	847
2024 Q4	$1K	Hold	3	–	–	﹤0.01%	844
2024 Q3	$1K	Sell	3 -1	-25%	-$377	﹤0.01%	797
2024 Q2	$1K	Buy	4 +1	+33%	+$369	﹤0.01%	720
2024 Q1	$2K	Hold	3	–	–	﹤0.01%	666
2023 Q4	$1K	Hold	3	–	–	﹤0.01%	767
2023 Q3	$0	Hold	3	–	–	﹤0.01%	907
2023 Q2	$0	Buy	+3	New	+$502	﹤0.01%	800

Other funds holding EME

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management

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

AQR Capital Management

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $653B AUM 32.41% 1-Year Est. Return