Dogwood Wealth Management’s Emcor EME Stock Holding History

Dogwood 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 Q2	$3.32K	Hold	4	–	–	﹤0.01%	580
2026 Q1	$2.95K	Hold	4	–	–	﹤0.01%	579
2025 Q4	$2.45K	Sell	4 -42	-91%	-$27.2K	﹤0.01%	525
2025 Q3	$29.9K	Hold	46	–	–	0.01%	153
2025 Q2	$24.9K	Sell	46 -96	-68%	-$42.4K	0.01%	157
2025 Q1	$52.5K	Buy	142 +53	+60%	+$22.9K	0.03%	119
2024 Q4	$40.5K	Buy	+89	New	+$42.1K	0.02%	131

Other funds holding EME

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return