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Spectrum Wealth Counsel’s Emcor EME Stock Holding History

Spectrum Wealth Counsel’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
Q1 		– Sell
-4,444
Closed -$2.02M – 377
2024
Q4 		$2.02M Buy
4,444
+6
+0.1% +$2.84K 0.24% 67
2024
Q3 		$1.91M Buy
4,438
+86
+2% +$32.5K 0.23% 71
2024
Q2 		$1.59M Buy
4,352
+106
+2% +$39.1K 0.2% 63
2024
Q1 		$1.49M Buy
4,246
+982
+30% +$264K 0.18% 76
2023
Q4 		$703K Buy
+3,264
New +$685K 0.1% 82

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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

Spectrum Wealth Counsel's EME Position: Q1 2025 in Review

Spectrum Wealth Counsel sold out of Emcor (EME) in Q1 2025, closing a stake of 4,444 shares — an estimated $2.02M sold.

Spectrum Wealth Counsel first reported a position in EME in Q4 2023 and held it in 5 quarters. The position peaked at $2.02M in Q4 2024. 873 funds tracked by Wall St. Rank hold EME as of Q1 2025.

  • Spectrum Wealth Counsel reported no remaining Emcor position as of Q1 2025 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 4,444 Emcor shares in Q1 2025, an estimated $2.02M.
  • Spectrum Wealth Counsel first reported a position in Emcor in Q4 2023 and held it in 5 quarters.
  • Spectrum Wealth Counsel's Emcor position peaked at $2.02M in Q4 2024.
  • 873 funds tracked by Wall St. Rank held Emcor as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.