Evermay Wealth Management’s Emcor EME Stock Holding History

Evermay 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 Q4	–	Sell	-180	Closed	-$117K	–	578
2025 Q3	$117K	Hold	180	–	–	0.01%	247
2025 Q2	$96.3K	Hold	180	–	–	0.01%	271
2025 Q1	$66.5K	Hold	180	–	–	0.01%	300
2024 Q4	$81.7K	Hold	180	–	–	0.01%	272
2024 Q3	$77.5K	Hold	180	–	–	0.01%	294
2024 Q2	$65.7K	Hold	180	–	–	0.01%	320
2024 Q1	$63K	Hold	180	–	–	0.01%	333
2023 Q4	$38.8K	Buy	+180	New	+$37.8K	0.01%	348

Other funds holding EME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Evermay Wealth Management's EME Position: Q4 2025 in Review

Evermay Wealth Management sold out of Emcor (EME) in Q4 2025, closing a stake of 180 shares — an estimated $117K sold.

Evermay Wealth Management first reported a position in EME in Q4 2023 and held it in 8 quarters. The position peaked at $117K in Q3 2025. 1,097 funds tracked by Wall St. Rank hold EME as of Q4 2025.

Evermay Wealth Management reported no remaining Emcor position as of Q4 2025 after selling out during the quarter.
Evermay Wealth Management sold 180 Emcor shares in Q4 2025, an estimated $117K.
Evermay Wealth Management first reported a position in Emcor in Q4 2023 and held it in 8 quarters.
Evermay Wealth Management's Emcor position peaked at $117K in Q3 2025.
1,097 funds tracked by Wall St. Rank held Emcor as of Q4 2025.

Based on Evermay Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.