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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Stratos Wealth Partners's EME Position: Q1 2025 in Review

Stratos Wealth Partners sold out of Emcor (EME) in Q1 2025, closing a stake of 465 shares — an estimated $211K sold.

Stratos Wealth Partners first reported a position in EME in Q1 2018 and held it in 5 quarters. The position peaked at $243K in Q2 2024. 875 funds tracked by Wall St. Rank hold EME as of Q1 2025.

Stratos Wealth Partners reported no remaining Emcor position as of Q1 2025 after selling out during the quarter.
Stratos Wealth Partners sold 465 Emcor shares in Q1 2025, an estimated $211K.
Stratos Wealth Partners first reported a position in Emcor in Q1 2018 and held it in 5 quarters.
Stratos Wealth Partners's Emcor position peaked at $243K in Q2 2024.
875 funds tracked by Wall St. Rank held Emcor as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.