Balboa Wealth Partners’s Emcor EME Stock Holding History

Balboa Wealth Partners’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	–	Sell	-672	Closed	-$248K	–	387
2025 Q1	$248K	Sell	672 -67	-9%	-$29K	0.06%	225
2024 Q4	$335K	Buy	739 +10	+1%	+$4.73K	0.08%	192
2024 Q3	$314K	Buy	729 +3	+0.4%	+$1.13K	0.08%	182
2024 Q2	$265K	Buy	+726	New	+$268K	0.07%	212

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

Balboa Wealth Partners's EME Position: Q2 2025 in Review

Balboa Wealth Partners sold out of Emcor (EME) in Q2 2025, closing a stake of 672 shares — an estimated $248K sold.

Balboa Wealth Partners first reported a position in EME in Q2 2024 and held it in 4 quarters. The position peaked at $335K in Q4 2024. 945 funds tracked by Wall St. Rank hold EME as of Q2 2025.

Balboa Wealth Partners reported no remaining Emcor position as of Q2 2025 after selling out during the quarter.
Balboa Wealth Partners sold 672 Emcor shares in Q2 2025, an estimated $248K.
Balboa Wealth Partners first reported a position in Emcor in Q2 2024 and held it in 4 quarters.
Balboa Wealth Partners's Emcor position peaked at $335K in Q4 2024.
945 funds tracked by Wall St. Rank held Emcor as of Q2 2025.

Based on Balboa Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.