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Center for Financial Planning’s Emcor EME Stock Holding History

Center for Financial Planning’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
-4
Closed -$1.48K – 666
2025
Q1 		$1.48K Hold
4
– – ﹤0.01% 611
2024
Q4 		$1.82K Buy
+4
New +$1.89K ﹤0.01% 547

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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 $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Center for Financial Planning's EME Position: Q2 2025 in Review

Center for Financial Planning sold out of Emcor (EME) in Q2 2025, closing a stake of 4 shares — an estimated $1.48K sold.

Center for Financial Planning first reported a position in EME in Q4 2024 and held it in 2 quarters. The position peaked at $1.82K in Q4 2024. 944 funds tracked by Wall St. Rank hold EME as of Q2 2025.

  • Center for Financial Planning reported no remaining Emcor position as of Q2 2025 after selling out during the quarter.
  • Center for Financial Planning sold 4 Emcor shares in Q2 2025, an estimated $1.48K.
  • Center for Financial Planning first reported a position in Emcor in Q4 2024 and held it in 2 quarters.
  • Center for Financial Planning's Emcor position peaked at $1.82K in Q4 2024.
  • 944 funds tracked by Wall St. Rank held Emcor as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.