Carolina Wealth Advisors’s Emcor EME Stock Holding History

Carolina Wealth Advisors’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	–	Sell	-5	Closed	-$3.06K	–	298
2025 Q4	$3.06K	Buy	+5	New	+$3.24K	﹤0.01%	215

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Carolina Wealth Advisors's EME Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of Emcor (EME) in Q1 2026, closing a stake of 5 shares — an estimated $3.06K sold.

Carolina Wealth Advisors first reported a position in EME in Q4 2025 and held it in 1 quarter. The position peaked at $3.06K in Q4 2025. 1,164 funds tracked by Wall St. Rank hold EME as of Q1 2026.

Carolina Wealth Advisors reported no remaining Emcor position as of Q1 2026 after selling out during the quarter.
Carolina Wealth Advisors sold 5 Emcor shares in Q1 2026, an estimated $3.06K.
Carolina Wealth Advisors first reported a position in Emcor in Q4 2025 and held it in 1 quarter.
Carolina Wealth Advisors's Emcor position peaked at $3.06K in Q4 2025.
1,164 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.