Optivise Advisory Services’s Emcor EME Stock Holding History

Optivise Advisory Services’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	-638	Closed	-$236K	–	212
2025 Q1	$236K	Buy	+638	New	+$276K	0.13%	161

Other funds holding EME

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Optivise Advisory Services's EME Position: Q2 2025 in Review

Optivise Advisory Services sold out of Emcor (EME) in Q2 2025, closing a stake of 638 shares — an estimated $236K sold.

Optivise Advisory Services first reported a position in EME in Q1 2025 and held it in 1 quarter. The position peaked at $236K in Q1 2025. 944 funds tracked by Wall St. Rank hold EME as of Q2 2025.

Optivise Advisory Services reported no remaining Emcor position as of Q2 2025 after selling out during the quarter.
Optivise Advisory Services sold 638 Emcor shares in Q2 2025, an estimated $236K.
Optivise Advisory Services first reported a position in Emcor in Q1 2025 and held it in 1 quarter.
Optivise Advisory Services's Emcor position peaked at $236K in Q1 2025.
944 funds tracked by Wall St. Rank held Emcor as of Q2 2025.

Based on Optivise Advisory Services's 13F filing for Q2 2025, filed 5 Aug 2025.