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NewSquare Capital’s Emcor EME Stock Holding History

NewSquare Capital’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
-30
Closed -$16K – 491
2025
Q2 		$16K Buy
30
+9
+43% +$3.97K ﹤0.01% 532
2025
Q1 		$7.76K Buy
+21
New +$9.08K ﹤0.01% 600
2024
Q4 		– Sell
-166
Closed -$71.5K – 920
2024
Q3 		$71.5K Sell
166
-21,094
-99% -$7.96M 0.01% 160
2024
Q2 		$7.76M Buy
21,260
+1,630
+8% +$601K 0.67% 40
2024
Q1 		$6.87M Buy
19,630
+105
+0.5% +$28.2K 0.61% 56
2023
Q4 		$4.21M Buy
19,525
+1,000
+5% +$210K 0.4% 88
2023
Q3 		$3.9M Buy
18,525
+1,072
+6% +$224K 0.41% 75
2023
Q2 		$3.22M Buy
+17,453
New +$2.92M 0.34% 95
2016
Q2 		– Sell
-49
Closed -$2K – 362
2016
Q1 		$2K Buy
+49
New +$2.24K ﹤0.01% 381

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 $3.37T AUM 44.26% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

NewSquare Capital's EME Position: Q3 2025 in Review

NewSquare Capital sold out of Emcor (EME) in Q3 2025, closing a stake of 30 shares — an estimated $16K sold.

NewSquare Capital first reported a position in EME in Q1 2016 and held it in 9 quarters. The position peaked at $7.76M in Q2 2024. 1,065 funds tracked by Wall St. Rank hold EME as of Q3 2025.

  • NewSquare Capital reported no remaining Emcor position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 30 Emcor shares in Q3 2025, an estimated $16K.
  • NewSquare Capital first reported a position in Emcor in Q1 2016 and held it in 9 quarters.
  • NewSquare Capital's Emcor position peaked at $7.76M in Q2 2024.
  • 1,065 funds tracked by Wall St. Rank held Emcor as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.