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Equitable Trust’s Emcor EME Stock Holding History

Equitable Trust’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
Q3 		– Sell
-3,391
Closed -$1.81M – 445
2025
Q2 		$1.81M Buy
3,391
+1,102
+48% +$486K 0.09% 162
2025
Q1 		$846K Buy
2,289
+14
+0.6% +$6.05K 0.05% 241
2024
Q4 		$1.03M Sell
2,275
-535
-19% -$253K 0.06% 217
2024
Q3 		$1.21M Buy
2,810
+60
+2% +$22.6K 0.08% 186
2024
Q2 		$1M Buy
2,750
+59
+2% +$21.8K 0.07% 194
2024
Q1 		$942K Hold
2,691
– – 0.07% 204
2023
Q4 		$580K Sell
2,691
-33
-1% -$6.92K 0.04% 254
2023
Q3 		$573K Hold
2,724
– – 0.05% 237
2023
Q2 		$503K Hold
2,724
– – 0.04% 264
2023
Q1 		$443K Sell
2,724
-634
-19% -$97.5K 0.03% 275
2022
Q4 		$497K Sell
3,358
-1,727
-34% -$245K 0.04% 260
2022
Q3 		$587K Buy
5,085
+731
+17% +$83.5K 0.05% 229
2022
Q2 		$448K Buy
4,354
+1,477
+51% +$158K 0.03% 265
2022
Q1 		$324K Buy
2,877
+75
+3% +$8.83K 0.02% 313
2021
Q4 		$357K Buy
2,802
+121
+5% +$15K 0.02% 293
2021
Q3 		$309K Buy
2,681
+41
+2% +$4.91K 0.02% 301
2021
Q2 		$325K Buy
2,640
+232
+10% +$28.3K 0.02% 304
2021
Q1 		$270K Buy
+2,408
New +$241K 0.02% 309

Other funds holding EME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Equitable Trust's EME Position: Q3 2025 in Review

Equitable Trust sold out of Emcor (EME) in Q3 2025, closing a stake of 3,391 shares — an estimated $1.81M sold.

Equitable Trust first reported a position in EME in Q1 2021 and held it in 18 quarters. The position peaked at $1.81M in Q2 2025. 1,065 funds tracked by Wall St. Rank hold EME as of Q3 2025.

  • Equitable Trust reported no remaining Emcor position as of Q3 2025 after selling out during the quarter.
  • Equitable Trust sold 3,391 Emcor shares in Q3 2025, an estimated $1.81M.
  • Equitable Trust first reported a position in Emcor in Q1 2021 and held it in 18 quarters.
  • Equitable Trust's Emcor position peaked at $1.81M in Q2 2025.
  • 1,065 funds tracked by Wall St. Rank held Emcor as of Q3 2025.

Based on Equitable Trust's 13F filing for Q3 2025, filed 10 Nov 2025.