Carolinas Wealth Consulting’s Emcor EME Stock Holding History

Carolinas Wealth Consulting’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	-16	Closed	-$5.74K	–	267
2025 Q1	$5.74K	Sell	16 -1	-6%	-$432	﹤0.01%	588
2024 Q4	$7.32K	Sell	17 -20	-54%	-$9.46K	﹤0.01%	583
2024 Q3	$15.9K	Sell	37 -2	-5%	-$755	﹤0.01%	500
2024 Q2	$14.1K	Sell	39 -6	-13%	-$2.21K	﹤0.01%	520
2024 Q1	$15.8K	Sell	45 -3	-6%	-$805	﹤0.01%	504
2023 Q4	$10.3K	Hold	48	–	–	﹤0.01%	535
2023 Q3	$9.92K	Sell	48 -32	-40%	-$6.69K	﹤0.01%	519
2023 Q2	$14.8K	Sell	80 -42	-34%	-$7.03K	﹤0.01%	531
2023 Q1	$19.8K	Sell	122 -12	-9%	-$1.84K	﹤0.01%	501
2022 Q4	$19.8K	Hold	134	–	–	﹤0.01%	498
2022 Q3	$15K	Hold	134	–	–	﹤0.01%	491
2022 Q2	$14K	Sell	134 -1	-0.7%	-$107	﹤0.01%	517
2022 Q1	$15K	Hold	135	–	–	﹤0.01%	534
2021 Q4	$17K	Hold	135	–	–	﹤0.01%	522
2021 Q3	$16K	Hold	135	–	–	﹤0.01%	508
2021 Q2	$17K	Sell	135 -9	-6%	-$1.1K	﹤0.01%	526
2021 Q1	$16K	Sell	144 -1	-0.7%	-$100	﹤0.01%	548
2020 Q4	$13K	Hold	145	–	–	﹤0.01%	542
2020 Q3	$10K	Buy	+145	New	+$10.1K	﹤0.01%	477

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 $1.9T AUM 41.92% 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 $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Carolinas Wealth Consulting's EME Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Emcor (EME) in Q2 2025, closing a stake of 16 shares — an estimated $5.74K sold.

Carolinas Wealth Consulting first reported a position in EME in Q3 2020 and held it in 19 quarters. The position peaked at $19.8K in Q4 2022. 945 funds tracked by Wall St. Rank hold EME as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Emcor position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 16 Emcor shares in Q2 2025, an estimated $5.74K.
Carolinas Wealth Consulting first reported a position in Emcor in Q3 2020 and held it in 19 quarters.
Carolinas Wealth Consulting's Emcor position peaked at $19.8K in Q4 2022.
945 funds tracked by Wall St. Rank held Emcor as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.