Congress Wealth Management’s Emcor EME Stock Holding History

Congress 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
2025 Q2	$16.5M	Sell	30,929 -6,439	-17%	-$2.84M	0.16%	157
2025 Q1	$13.8M	Sell	37,368 -5,889	-14%	-$2.55M	0.17%	157
2024 Q4	$19.6M	Sell	43,257 -1,757	-4%	-$831K	0.27%	101
2024 Q3	$19.4M	Sell	45,014 -10,112	-18%	-$3.82M	0.26%	99
2024 Q2	$20.1M	Sell	55,126 -16,518	-23%	-$6.09M	0.32%	77
2024 Q1	$25.1M	Buy	71,644 +696	+1%	+$187K	0.43%	52
2023 Q4	$15.3M	Buy	70,948 +1,602	+2%	+$336K	0.28%	98
2023 Q3	$14.6M	Buy	69,346 +1,331	+2%	+$278K	0.3%	76
2023 Q2	$12.6M	Buy	68,015 +522	+0.8%	+$87.3K	0.29%	98
2023 Q1	$11M	Buy	67,493 +6,153	+10%	+$946K	0.26%	116
2022 Q4	$9.09M	Buy	+61,340	New	+$8.71M	0.23%	133

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 $2.3T AUM 54.33% 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 $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Congress Wealth Management's EME Position: Q2 2025 in Review

Congress Wealth Management reduced its Emcor (EME) stake by 17% in Q2 2025, selling an estimated $2.84M and leaving 30,929 shares worth $16.5M. The position accounts for 0.16% of the portfolio, ranked #157.

Congress Wealth Management first reported a position in EME in Q4 2022 and has held it in 11 quarters since. The position peaked at $25.1M in Q1 2024. 945 funds tracked by Wall St. Rank hold EME as of Q2 2025.

Congress Wealth Management held 30,929 shares of Emcor worth $16.5M as of Q2 2025.
Congress Wealth Management sold 6,439 Emcor shares in Q2 2025, an estimated $2.84M.
Emcor made up 0.16% of Congress Wealth Management's portfolio in Q2 2025, its #157 holding.
Congress Wealth Management first reported a position in Emcor in Q4 2022 and has held it in 11 quarters since.
Congress Wealth Management's Emcor position peaked at $25.1M in Q1 2024.
945 funds tracked by Wall St. Rank held Emcor as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.