NorthRock Partners’s Emcor EME Stock Holding History

NorthRock Partners’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	-1,449	Closed	-$941K	–	717
2025 Q3	$941K	Buy	1,449 +829	+134%	+$503K	0.02%	363
2025 Q2	$332K	Buy	+620	New	+$274K	0.01%	510

Other funds holding EME

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

NorthRock Partners's EME Position: Q4 2025 in Review

NorthRock Partners sold out of Emcor (EME) in Q4 2025, closing a stake of 1,449 shares — an estimated $941K sold.

NorthRock Partners first reported a position in EME in Q2 2025 and held it in 2 quarters. The position peaked at $941K in Q3 2025. 1,093 funds tracked by Wall St. Rank hold EME as of Q4 2025.

NorthRock Partners reported no remaining Emcor position as of Q4 2025 after selling out during the quarter.
NorthRock Partners sold 1,449 Emcor shares in Q4 2025, an estimated $941K.
NorthRock Partners first reported a position in Emcor in Q2 2025 and held it in 2 quarters.
NorthRock Partners's Emcor position peaked at $941K in Q3 2025.
1,093 funds tracked by Wall St. Rank held Emcor as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.