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 $5.7T AUM 30.48% 1-Year Est. Return

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 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 Atlanta, Georgia $653B AUM 32.41% 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 $18.8B AUM 17.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return