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Optimum Investment Advisors’s Emcor EME Stock Holding History

Optimum Investment 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
Q2 		– Sell
-75
Closed -$27.7K – 623
2025
Q1 		$27.7K Sell
75
-75
-50% -$32.4K 0.01% 400
2024
Q4 		$68.1K Sell
150
-125
-45% -$59.1K 0.03% 307
2024
Q3 		$118K Hold
275
– – 0.05% 247
2024
Q2 		$100K Hold
275
– – 0.05% 265
2024
Q1 		$96.3K Buy
+275
New +$73.8K 0.04% 273

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Optimum Investment Advisors's EME Position: Q2 2025 in Review

Optimum Investment Advisors sold out of Emcor (EME) in Q2 2025, closing a stake of 75 shares — an estimated $27.7K sold.

Optimum Investment Advisors first reported a position in EME in Q1 2024 and held it in 5 quarters. The position peaked at $118K in Q3 2024. 945 funds tracked by Wall St. Rank hold EME as of Q2 2025.

  • Optimum Investment Advisors reported no remaining Emcor position as of Q2 2025 after selling out during the quarter.
  • Optimum Investment Advisors sold 75 Emcor shares in Q2 2025, an estimated $27.7K.
  • Optimum Investment Advisors first reported a position in Emcor in Q1 2024 and held it in 5 quarters.
  • Optimum Investment Advisors's Emcor position peaked at $118K in Q3 2024.
  • 945 funds tracked by Wall St. Rank held Emcor as of Q2 2025.

Based on Optimum Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.