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Beaird Harris Wealth Management’s Emcor EME Stock Holding History

Beaird Harris Wealth Management’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
Q4 		– Sell
-2
Closed -$1.3K – 725
2025
Q3 		$1.3K Buy
+2
New +$1.21K ﹤0.01% 553

Other funds holding EME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Beaird Harris Wealth Management's EME Position: Q4 2025 in Review

Beaird Harris Wealth Management sold out of Emcor (EME) in Q4 2025, closing a stake of 2 shares — an estimated $1.3K sold.

Beaird Harris Wealth Management first reported a position in EME in Q3 2025 and held it in 1 quarter. The position peaked at $1.3K in Q3 2025. 1,093 funds tracked by Wall St. Rank hold EME as of Q4 2025.

  • Beaird Harris Wealth Management reported no remaining Emcor position as of Q4 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 2 Emcor shares in Q4 2025, an estimated $1.3K.
  • Beaird Harris Wealth Management first reported a position in Emcor in Q3 2025 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Emcor position peaked at $1.3K in Q3 2025.
  • 1,093 funds tracked by Wall St. Rank held Emcor as of Q4 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2025, filed 23 Feb 2026.