Menard Financial Group’s Emcor EME Stock Holding History

Menard Financial Group’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 Q2	–	Sell	-2,491	Closed	-$1.08M	–	96
2025 Q1	$1.08M	Sell	2,491 -37	-1%	-$16K	0.71%	32
2024 Q4	$1.15M	Buy	2,528 +442	+21%	+$209K	0.69%	30
2024 Q3	$898K	Buy	2,086 +221	+12%	+$83.4K	0.59%	36
2024 Q2	$681K	Buy	1,865 +258	+16%	+$95.2K	0.49%	46
2024 Q1	$563K	Buy	+1,607	New	+$431K	0.47%	50

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Menard Financial Group's EME Position: Q2 2025 in Review

Menard Financial Group sold out of Emcor (EME) in Q2 2025, closing a stake of 2,491 shares — an estimated $1.08M sold.

Menard Financial Group first reported a position in EME in Q1 2024 and held it in 5 quarters. The position peaked at $1.15M in Q4 2024. 945 funds tracked by Wall St. Rank hold EME as of Q2 2025.

Menard Financial Group reported no remaining Emcor position as of Q2 2025 after selling out during the quarter.
Menard Financial Group sold 2,491 Emcor shares in Q2 2025, an estimated $1.08M.
Menard Financial Group first reported a position in Emcor in Q1 2024 and held it in 5 quarters.
Menard Financial Group's Emcor position peaked at $1.15M in Q4 2024.
945 funds tracked by Wall St. Rank held Emcor as of Q2 2025.

Based on Menard Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.