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Marshall & Sterling Wealth Advisors’s Emcor EME Stock Holding History

Marshall & Sterling Wealth Advisors’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
-19
Closed -$12.3K – 430
2025
Q3 		$12.3K Hold
19
– – 0.01% 315
2025
Q2 		$10.2K Buy
+19
New +$8.38K 0.01% 326

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 $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marshall & Sterling Wealth Advisors's EME Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Emcor (EME) in Q4 2025, closing a stake of 19 shares — an estimated $12.3K sold.

Marshall & Sterling Wealth Advisors first reported a position in EME in Q2 2025 and held it in 2 quarters. The position peaked at $12.3K in Q3 2025. 1,098 funds tracked by Wall St. Rank hold EME as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Emcor position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 19 Emcor shares in Q4 2025, an estimated $12.3K.
  • Marshall & Sterling Wealth Advisors first reported a position in Emcor in Q2 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Emcor position peaked at $12.3K in Q3 2025.
  • 1,098 funds tracked by Wall St. Rank held Emcor as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.