Cherry Tree Wealth Management
EME icon

Cherry Tree Wealth Management’s Emcor EME Stock Holding History

Cherry Tree 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
Q3 		$22.6K Hold
30
– – ﹤0.01% 356
2026
Q2 		$24.9K Hold
30
– – ﹤0.01% 354
2026
Q1 		$22.2K Hold
30
– – ﹤0.01% 341
2025
Q4 		$18.4K Hold
30
– – ﹤0.01% 363
2025
Q3 		$19.5K Hold
30
– – ﹤0.01% 344
2025
Q2 		$16K Hold
30
– – ﹤0.01% 359
2025
Q1 		$11.1K Buy
+30
New +$13K ﹤0.01% 406

Other funds holding EME

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cherry Tree Wealth Management's EME Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Emcor (EME) position steady in Q3 2026 at 30 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Cherry Tree Wealth Management first reported a position in EME in Q1 2025 and has held it in 7 quarters since. The position peaked at $24.9K in Q2 2026. 400 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • Cherry Tree Wealth Management held 30 shares of Emcor worth $22.6K as of Q3 2026.
  • Cherry Tree Wealth Management left its Emcor share count unchanged in Q3 2026.
  • Emcor made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #356 holding.
  • Cherry Tree Wealth Management first reported a position in Emcor in Q1 2025 and has held it in 7 quarters since.
  • Cherry Tree Wealth Management's Emcor position peaked at $24.9K in Q2 2026.
  • 400 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.