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Private Client Services’s Emcor EME Stock Holding History

Private Client 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
Q3 		– Sell
-1,124
Closed -$601K – 203
2025
Q2 		$601K Sell
1,124
-3
-0.3% -$1.32K 0.23% 89
2025
Q1 		$417K Sell
1,127
-2,126
-65% -$919K 0.21% 104
2024
Q4 		$1.48M Buy
3,253
+857
+36% +$405K 0.79% 35
2024
Q3 		$1.03M Buy
2,396
+138
+6% +$52.1K 0.55% 50
2024
Q2 		$824K Sell
2,258
-855
-27% -$315K 0.52% 54
2024
Q1 		$1.09M Sell
3,113
-27
-0.9% -$7.25K 0.73% 44
2023
Q4 		$676K Buy
+3,140
New +$659K 0.56% 56

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Private Client Services's EME Position: Q3 2025 in Review

Private Client Services sold out of Emcor (EME) in Q3 2025, closing a stake of 1,124 shares — an estimated $601K sold.

Private Client Services first reported a position in EME in Q4 2023 and held it in 7 quarters. The position peaked at $1.48M in Q4 2024. 1,065 funds tracked by Wall St. Rank hold EME as of Q3 2025.

  • Private Client Services reported no remaining Emcor position as of Q3 2025 after selling out during the quarter.
  • Private Client Services sold 1,124 Emcor shares in Q3 2025, an estimated $601K.
  • Private Client Services first reported a position in Emcor in Q4 2023 and held it in 7 quarters.
  • Private Client Services's Emcor position peaked at $1.48M in Q4 2024.
  • 1,065 funds tracked by Wall St. Rank held Emcor as of Q3 2025.

Based on Private Client Services's 13F filing for Q3 2025, filed 14 Oct 2025.