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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
Q1 		$22.1K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cherry Tree Wealth Management's EME Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Emcor (EME) position steady in Q1 2026 at 30 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Cherry Tree Wealth Management first reported a position in EME in Q1 2025 and has held it in 5 quarters since. 1,162 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Cherry Tree Wealth Management held 30 shares of Emcor worth $22.1K as of Q1 2026.
  • Cherry Tree Wealth Management left its Emcor share count unchanged in Q1 2026.
  • Emcor made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #341 holding.
  • Cherry Tree Wealth Management first reported a position in Emcor in Q1 2025 and has held it in 5 quarters since.
  • 1,162 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.