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Unique Wealth Strategies’s Emcor EME Stock Holding History

Unique Wealth Strategies’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
-966
Closed -$628K – 230
2025
Q3 		$628K Buy
+966
New +$586K 0.24% 127
2025
Q1 		– Sell
-2,335
Closed -$1.06M – 199
2024
Q4 		$1.06M Buy
+2,335
New +$1.1M 0.46% 51

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

Unique Wealth Strategies's EME Position: Q4 2025 in Review

Unique Wealth Strategies sold out of Emcor (EME) in Q4 2025, closing a stake of 966 shares — an estimated $628K sold.

Unique Wealth Strategies first reported a position in EME in Q4 2024 and held it in 2 quarters. The position peaked at $1.06M in Q4 2024. 1,093 funds tracked by Wall St. Rank hold EME as of Q4 2025.

  • Unique Wealth Strategies reported no remaining Emcor position as of Q4 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 966 Emcor shares in Q4 2025, an estimated $628K.
  • Unique Wealth Strategies first reported a position in Emcor in Q4 2024 and held it in 2 quarters.
  • Unique Wealth Strategies's Emcor position peaked at $1.06M in Q4 2024.
  • 1,093 funds tracked by Wall St. Rank held Emcor as of Q4 2025.

Based on Unique Wealth Strategies's 13F filing for Q4 2025, filed 14 Jul 2026.