WMWM
EME icon

Whitaker-Myers Wealth Managers’s Emcor EME Stock Holding History

Whitaker-Myers Wealth Managers’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
-1,582
Closed -$1.03M – 119
2025
Q3 		$1.03M Buy
+1,582
New +$960K 0.22% 54

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 $3.38T AUM 44.17% 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

Whitaker-Myers Wealth Managers's EME Position: Q4 2025 in Review

Whitaker-Myers Wealth Managers sold out of Emcor (EME) in Q4 2025, closing a stake of 1,582 shares — an estimated $1.03M sold.

Whitaker-Myers Wealth Managers first reported a position in EME in Q3 2025 and held it in 1 quarter. The position peaked at $1.03M in Q3 2025. 1,098 funds tracked by Wall St. Rank hold EME as of Q4 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Emcor position as of Q4 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 1,582 Emcor shares in Q4 2025, an estimated $1.03M.
  • Whitaker-Myers Wealth Managers first reported a position in Emcor in Q3 2025 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's Emcor position peaked at $1.03M in Q3 2025.
  • 1,098 funds tracked by Wall St. Rank held Emcor as of Q4 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q4 2025, filed 22 Jan 2026.