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Stonehaven Wealth & Tax Solutions’s Emcor EME Stock Holding History

Stonehaven Wealth & Tax Solutions’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
-462
Closed -$300K – 89
2025
Q3 		$300K Sell
462
-23
-5% -$14K 0.28% 57
2025
Q2 		$259K Buy
+485
New +$214K 0.25% 58

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

Stonehaven Wealth & Tax Solutions's EME Position: Q4 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of Emcor (EME) in Q4 2025, closing a stake of 462 shares — an estimated $300K sold.

Stonehaven Wealth & Tax Solutions first reported a position in EME in Q2 2025 and held it in 2 quarters. The position peaked at $300K in Q3 2025. 1,093 funds tracked by Wall St. Rank hold EME as of Q4 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining Emcor position as of Q4 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 462 Emcor shares in Q4 2025, an estimated $300K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Emcor in Q2 2025 and held it in 2 quarters.
  • Stonehaven Wealth & Tax Solutions's Emcor position peaked at $300K in Q3 2025.
  • 1,093 funds tracked by Wall St. Rank held Emcor as of Q4 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q4 2025, filed 23 Jan 2026.