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Institute for Wealth Management’s Emcor EME Stock Holding History

Institute for 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
Q3 		– Sell
-1,051
Closed -$562K – 570
2025
Q2 		$562K Buy
1,051
+23
+2% +$10.1K 0.06% 289
2025
Q1 		$380K Buy
+1,028
New +$445K 0.05% 355

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

Institute for Wealth Management's EME Position: Q3 2025 in Review

Institute for Wealth Management sold out of Emcor (EME) in Q3 2025, closing a stake of 1,051 shares — an estimated $562K sold.

Institute for Wealth Management first reported a position in EME in Q1 2025 and held it in 2 quarters. The position peaked at $562K in Q2 2025. 1,063 funds tracked by Wall St. Rank hold EME as of Q3 2025.

  • Institute for Wealth Management reported no remaining Emcor position as of Q3 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 1,051 Emcor shares in Q3 2025, an estimated $562K.
  • Institute for Wealth Management first reported a position in Emcor in Q1 2025 and held it in 2 quarters.
  • Institute for Wealth Management's Emcor position peaked at $562K in Q2 2025.
  • 1,063 funds tracked by Wall St. Rank held Emcor as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.