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Warren Street Wealth Advisors’s Emcor EME Stock Holding History

Warren Street Wealth Advisors’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
-485
Closed -$315K – 134
2025
Q3 		$315K Sell
485
-29
-6% -$17.6K 0.09% 91
2025
Q2 		$275K Buy
+514
New +$227K 0.09% 99
2025
Q1 		– Sell
-521
Closed -$236K – 115
2024
Q4 		$236K Sell
521
-7
-1% -$3.31K 0.1% 89
2024
Q3 		$227K Buy
+528
New +$199K 0.09% 89

Other funds holding EME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Warren Street Wealth Advisors's EME Position: Q4 2025 in Review

Warren Street Wealth Advisors sold out of Emcor (EME) in Q4 2025, closing a stake of 485 shares — an estimated $315K sold.

Warren Street Wealth Advisors first reported a position in EME in Q3 2024 and held it in 4 quarters. The position peaked at $315K in Q3 2025. 1,097 funds tracked by Wall St. Rank hold EME as of Q4 2025.

  • Warren Street Wealth Advisors reported no remaining Emcor position as of Q4 2025 after selling out during the quarter.
  • Warren Street Wealth Advisors sold 485 Emcor shares in Q4 2025, an estimated $315K.
  • Warren Street Wealth Advisors first reported a position in Emcor in Q3 2024 and held it in 4 quarters.
  • Warren Street Wealth Advisors's Emcor position peaked at $315K in Q3 2025.
  • 1,097 funds tracked by Wall St. Rank held Emcor as of Q4 2025.

Based on Warren Street Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.