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Wealthstream Advisors’s Emcor EME Stock Holding History

Wealthstream 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
Q3 		$483K Buy
744
+23
+3% +$14K 0.07% 91
2025
Q2 		$386K Buy
721
+24
+3% +$10.6K 0.06% 102
2025
Q1 		$258K Sell
697
-2
-0.3% -$865 0.05% 126
2024
Q4 		$317K Sell
699
-15
-2% -$7.1K 0.06% 104
2024
Q3 		$307K Buy
714
+19
+3% +$7.17K 0.06% 106
2024
Q2 		$254K Buy
695
+24
+4% +$8.85K 0.09% 109
2024
Q1 		$235K Buy
+671
New +$180K 0.09% 116

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wealthstream Advisors's EME Position: Q3 2025 in Review

Wealthstream Advisors increased its Emcor (EME) stake by 3.2% in Q3 2025, buying an estimated $14K and bringing the position to 744 shares worth $483K. The position accounts for 0.07% of the portfolio, ranked #91.

Wealthstream Advisors first reported a position in EME in Q1 2024 and has held it in 7 quarters since. 1,063 funds tracked by Wall St. Rank hold EME as of Q3 2025.

  • Wealthstream Advisors held 744 shares of Emcor worth $483K as of Q3 2025.
  • Wealthstream Advisors bought 23 Emcor shares in Q3 2025, an estimated $14K.
  • Emcor made up 0.07% of Wealthstream Advisors's portfolio in Q3 2025, its #91 holding.
  • Wealthstream Advisors first reported a position in Emcor in Q1 2024 and has held it in 7 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Emcor as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.