North Capital’s Emcor EME Stock Holding History

North 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 Q4	–	Sell	-2	Closed	-$1.3K	–	276
2025 Q3	$1.3K	Buy	+2	New	+$1.21K	﹤0.01%	553
2025 Q2	–	Sell	-1	Closed	-$370	–	618
2025 Q1	$370	Buy	+1	New	+$432	﹤0.01%	588

Other funds holding EME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

North Capital's EME Position: Q4 2025 in Review

North Capital sold out of Emcor (EME) in Q4 2025, closing a stake of 2 shares — an estimated $1.3K sold.

North Capital first reported a position in EME in Q1 2025 and held it in 2 quarters. The position peaked at $1.3K in Q3 2025. 1,097 funds tracked by Wall St. Rank hold EME as of Q4 2025.

North Capital reported no remaining Emcor position as of Q4 2025 after selling out during the quarter.
North Capital sold 2 Emcor shares in Q4 2025, an estimated $1.3K.
North Capital first reported a position in Emcor in Q1 2025 and held it in 2 quarters.
North Capital's Emcor position peaked at $1.3K in Q3 2025.
1,097 funds tracked by Wall St. Rank held Emcor as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.