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Blue Bell Private Wealth Management’s Emcor EME Stock Holding History

Blue Bell Private 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
2026
Q1 		$14.8K Hold
20
– – ﹤0.01% 528
2025
Q4 		$12.2K Hold
20
– – ﹤0.01% 531
2025
Q3 		$13K Buy
20
+4
+25% +$2.43K ﹤0.01% 523
2025
Q2 		$8.56K Buy
16
+3
+23% +$1.32K ﹤0.01% 543
2025
Q1 		$4.8K Buy
+13
New +$5.62K ﹤0.01% 576
2023
Q1 		– Sell
-35
Closed -$5.18K – 677
2022
Q4 		$5.18K Hold
35
– – ﹤0.01% 456
2022
Q3 		$4K Hold
35
– – ﹤0.01% 502
2022
Q2 		$4K Hold
35
– – ﹤0.01% 545
2022
Q1 		$4K Hold
35
– – ﹤0.01% 586
2021
Q4 		$4K Buy
+35
New +$4.33K ﹤0.01% 562

Other funds holding EME

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return