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Roberts Capital Advisors’s Emcor EME Stock Holding History

Roberts Capital 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
Q3 		– Sell
-1,405
Closed -$752K – 76
2025
Q2 		$752K Hold
1,405
– – 0.56% 56
2025
Q1 		$519K Buy
+1,405
New +$608K 0.46% 74

Other funds holding EME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Roberts Capital Advisors's EME Position: Q3 2025 in Review

Roberts Capital Advisors sold out of Emcor (EME) in Q3 2025, closing a stake of 1,405 shares — an estimated $752K sold.

Roberts Capital Advisors first reported a position in EME in Q1 2025 and held it in 2 quarters. The position peaked at $752K in Q2 2025. 1,063 funds tracked by Wall St. Rank hold EME as of Q3 2025.

  • Roberts Capital Advisors reported no remaining Emcor position as of Q3 2025 after selling out during the quarter.
  • Roberts Capital Advisors sold 1,405 Emcor shares in Q3 2025, an estimated $752K.
  • Roberts Capital Advisors first reported a position in Emcor in Q1 2025 and held it in 2 quarters.
  • Roberts Capital Advisors's Emcor position peaked at $752K in Q2 2025.
  • 1,063 funds tracked by Wall St. Rank held Emcor as of Q3 2025.

Based on Roberts Capital Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.