FW
EME icon

FullCircle Wealth’s Emcor EME Stock Holding History

FullCircle Wealth’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 		$302K Sell
462
-103
-18% -$62.5K 0.11% 196
2025
Q2 		$356K Sell
565
-40
-7% -$17.6K 0.13% 172
2025
Q1 		$248K Buy
+605
New +$262K 0.1% 191

Other funds holding EME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

FullCircle Wealth's EME Position: Q3 2025 in Review

FullCircle Wealth reduced its Emcor (EME) stake by 18% in Q3 2025, selling an estimated $62.5K and leaving 462 shares worth $302K. The position accounts for 0.11% of the portfolio, ranked #196.

FullCircle Wealth first reported a position in EME in Q1 2025 and has held it in 3 quarters since. The position peaked at $356K in Q2 2025. 1,063 funds tracked by Wall St. Rank hold EME as of Q3 2025.

  • FullCircle Wealth held 462 shares of Emcor worth $302K as of Q3 2025.
  • FullCircle Wealth sold 103 Emcor shares in Q3 2025, an estimated $62.5K.
  • Emcor made up 0.11% of FullCircle Wealth's portfolio in Q3 2025, its #196 holding.
  • FullCircle Wealth first reported a position in Emcor in Q1 2025 and has held it in 3 quarters since.
  • FullCircle Wealth's Emcor position peaked at $356K in Q2 2025.
  • 1,063 funds tracked by Wall St. Rank held Emcor as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.