Principia Wealth Advisory’s Emcor EME Stock Holding History

Principia Wealth Advisory’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	-1	Closed	-$391	–	964
2025 Q1	$391	Sell	1 -1	-50%	-$432	﹤0.01%	638
2024 Q4	$908	Buy	+2	New	+$946	﹤0.01%	388

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

Principia Wealth Advisory's EME Position: Q2 2025 in Review

Principia Wealth Advisory sold out of Emcor (EME) in Q2 2025, closing a stake of 1 share — an estimated $391 sold.

Principia Wealth Advisory first reported a position in EME in Q4 2024 and held it in 2 quarters. The position peaked at $908 in Q4 2024. 944 funds tracked by Wall St. Rank hold EME as of Q2 2025.

Principia Wealth Advisory reported no remaining Emcor position as of Q2 2025 after selling out during the quarter.
Principia Wealth Advisory sold 1 Emcor share in Q2 2025, an estimated $391.
Principia Wealth Advisory first reported a position in Emcor in Q4 2024 and held it in 2 quarters.
Principia Wealth Advisory's Emcor position peaked at $908 in Q4 2024.
944 funds tracked by Wall St. Rank held Emcor as of Q2 2025.

Based on Principia Wealth Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.