Stratos Wealth Partners’s Emcor EME Stock Holding History

Stratos Wealth Partners’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	-465	Closed	-$211K	–	1401
2024 Q4	$211K	Buy	+465	New	+$220K	﹤0.01%	1326
2024 Q3	–	Sell	-666	Closed	-$243K	–	1466
2024 Q2	$243K	Sell	666 -14	-2%	-$5.17K	﹤0.01%	1178
2024 Q1	$238K	Buy	+680	New	+$183K	﹤0.01%	1206
2018 Q4	–	Sell	-147	Closed	-$11K	–	1268
2018 Q3	$11K	Buy	+147	New	+$11.3K	﹤0.01%	2133
2018 Q2	–	Sell	-31	Closed	-$2K	–	1408
2018 Q1	$2K	Buy	+31	New	+$2.46K	﹤0.01%	2843

Other funds holding EME

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 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 $18.8B 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 Oslo, Norway $935B AUM