Orion Portfolio Solutions’s Emcor EME Stock Holding History

Orion Portfolio Solutions’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 Q1	$3.23M	Sell	8,743 -2,251	-20%	-$974K	0.03%	497
2024 Q4	$4.99M	Sell	10,994 -281	-2%	-$133K	0.05%	326
2024 Q3	$4.85M	Sell	11,275 -1,587	-12%	-$599K	0.05%	337
2024 Q2	$4.7M	Sell	12,862 -5,111	-28%	-$1.89M	0.05%	324
2024 Q1	$6.29M	Buy	17,973 +156	+0.9%	+$41.9K	0.07%	277
2023 Q4	$3.81M	Sell	17,817 -1,992	-10%	-$418K	0.04%	374
2023 Q3	$4.17M	Sell	19,809 -7,955	-29%	-$1.66M	0.05%	344
2023 Q2	$5.13M	Sell	27,764 -919	-3%	-$154K	0.05%	322
2023 Q1	$4.66M	Buy	+28,683	New	+$4.41M	0.06%	294
2020 Q3	–	Sell	-252	Closed	-$17K	–	882
2020 Q2	$17K	Buy	+252	New	+$15.8K	﹤0.01%	998
2020 Q1	–	Sell	-261	Closed	-$23K	–	1999
2019 Q4	$23K	Buy	+261	New	+$23K	﹤0.01%	738

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

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

Norges Bank Oslo, Norway $935B AUM

Orion Portfolio Solutions's EME Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Emcor (EME) stake by 20% in Q1 2025, selling an estimated $974K and leaving 8,743 shares worth $3.23M. The position accounts for 0.03% of the portfolio, ranked #497.

Orion Portfolio Solutions first reported a position in EME in Q4 2019 and has held it in 11 quarters since. The position peaked at $6.29M in Q1 2024. 874 funds tracked by Wall St. Rank hold EME as of Q1 2025.

Orion Portfolio Solutions held 8,743 shares of Emcor worth $3.23M as of Q1 2025.
Orion Portfolio Solutions sold 2,251 Emcor shares in Q1 2025, an estimated $974K.
Emcor made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #497 holding.
Orion Portfolio Solutions first reported a position in Emcor in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's Emcor position peaked at $6.29M in Q1 2024.
874 funds tracked by Wall St. Rank held Emcor as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.