SAG
EME icon

SageView Advisory Group’s Emcor EME Stock Holding History

SageView Advisory Group’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 		$10.4K Sell
17
-321
-95% -$208K ﹤0.01% 1696
2025
Q3 		$220K Sell
338
-3
-0.9% -$1.82K 0.01% 606
2025
Q2 		$215K Buy
+341
New +$150K 0.01% 583

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SageView Advisory Group's EME Position: Q4 2025 in Review

SageView Advisory Group reduced its Emcor (EME) stake by 95% in Q4 2025, selling an estimated $208K and leaving 17 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

SageView Advisory Group first reported a position in EME in Q2 2025 and has held it in 3 quarters since. The position peaked at $220K in Q3 2025. 1,094 funds tracked by Wall St. Rank hold EME as of Q4 2025.

  • SageView Advisory Group held 17 shares of Emcor worth $10.4K as of Q4 2025.
  • SageView Advisory Group sold 321 Emcor shares in Q4 2025, an estimated $208K.
  • Emcor made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1696 holding.
  • SageView Advisory Group first reported a position in Emcor in Q2 2025 and has held it in 3 quarters since.
  • SageView Advisory Group's Emcor position peaked at $220K in Q3 2025.
  • 1,094 funds tracked by Wall St. Rank held Emcor as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.