Rise Advisors’s Emcor EME Stock Holding History

Rise 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 Q4	–	Sell	-92	Closed	-$60K	–	516
2025 Q3	$60K	Buy	92 +1	+1%	+$607	0.02%	223
2025 Q2	$48.9K	Hold	91	–	–	0.02%	240
2025 Q1	$33.7K	Sell	91 -23	-20%	-$9.95K	0.01%	299
2024 Q4	$51.8K	Hold	114	–	–	0.02%	223
2024 Q3	$49.1K	Hold	114	–	–	0.02%	246
2024 Q2	$41.6K	Hold	114	–	–	0.02%	268
2024 Q1	$39.9K	Buy	+114	New	+$30.6K	0.02%	277
2023 Q2	–	Sell	-4	Closed	-$650	–	713
2023 Q1	$650	Buy	+4	New	+$615	﹤0.01%	709

Other funds holding EME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Rise Advisors's EME Position: Q4 2025 in Review

Rise Advisors sold out of Emcor (EME) in Q4 2025, closing a stake of 92 shares — an estimated $60K sold.

Rise Advisors first reported a position in EME in Q1 2023 and held it in 8 quarters. The position peaked at $60K in Q3 2025. 1,098 funds tracked by Wall St. Rank hold EME as of Q4 2025.

Rise Advisors reported no remaining Emcor position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 92 Emcor shares in Q4 2025, an estimated $60K.
Rise Advisors first reported a position in Emcor in Q1 2023 and held it in 8 quarters.
Rise Advisors's Emcor position peaked at $60K in Q3 2025.
1,098 funds tracked by Wall St. Rank held Emcor as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.