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One Wealth Advisors’s Emcor EME Stock Holding History

One 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
-609
Closed -$396K – 307
2025
Q3 		$396K Sell
609
-213
-26% -$129K 0.05% 198
2025
Q2 		$440K Sell
822
-84
-9% -$37.1K 0.06% 172
2025
Q1 		$335K Sell
906
-35
-4% -$15.1K 0.05% 193
2024
Q4 		$427K Sell
941
-124
-12% -$58.7K 0.06% 139
2024
Q3 		$459K Sell
1,065
-34
-3% -$12.8K 0.07% 144
2024
Q2 		$391K Buy
1,099
+89
+9% +$32.8K 0.08% 132
2024
Q1 		$354K Buy
+1,010
New +$271K 0.06% 165
2023
Q1 		– Sell
-119
Closed -$17.6K – 318
2022
Q4 		$17.6K Buy
+119
New +$16.9K ﹤0.01% 551
2019
Q2 		– Sell
-57
Closed -$4K – 223
2019
Q1 		$4K Buy
+57
New +$3.87K ﹤0.01% 384
2018
Q4 		– Sell
-5,706
Closed -$429K – 215
2018
Q3 		$429K Sell
5,706
-88
-2% -$6.79K 0.33% 43
2018
Q2 		$441K Sell
5,794
-84
-1% -$6.51K 0.35% 39
2018
Q1 		$458K Buy
5,878
+5,821
+10,212% +$461K 0.4% 29
2017
Q4 		$5K Buy
+57
New +$4.42K ﹤0.01% 402

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
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

One Wealth Advisors's EME Position: Q4 2025 in Review

One Wealth Advisors sold out of Emcor (EME) in Q4 2025, closing a stake of 609 shares — an estimated $396K sold.

One Wealth Advisors first reported a position in EME in Q4 2017 and held it in 13 quarters. The position peaked at $459K in Q3 2024. 1,096 funds tracked by Wall St. Rank hold EME as of Q4 2025.

  • One Wealth Advisors reported no remaining Emcor position as of Q4 2025 after selling out during the quarter.
  • One Wealth Advisors sold 609 Emcor shares in Q4 2025, an estimated $396K.
  • One Wealth Advisors first reported a position in Emcor in Q4 2017 and held it in 13 quarters.
  • One Wealth Advisors's Emcor position peaked at $459K in Q3 2024.
  • 1,096 funds tracked by Wall St. Rank held Emcor as of Q4 2025.

Based on One Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.