BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Emcor EME Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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
2026 Q3	$37K	Sell	49 -1,024	-95%	-$789K	0.01%	668
2026 Q2	$891K	Buy	1,073 +25	+2%	+$21.1K	0.12%	168
2026 Q1	$774K	Sell	1,048 -170	-14%	-$124K	0.1%	183
2025 Q4	$745K	Sell	1,218 -2	-0.2%	-$1.3K	0.1%	191
2025 Q3	$793K	Sell	1,220 -9	-0.7%	-$5.46K	0.11%	161
2025 Q2	$658K	Buy	1,229 +5	+0.4%	+$2.21K	0.1%	185
2025 Q1	$452K	Buy	1,224 +37	+3%	+$16K	0.08%	238
2024 Q4	$539K	Sell	1,187 -213	-15%	-$101K	0.09%	187
2024 Q3	$603K	Buy	+1,400	New	+$528K	0.1%	199

Other funds holding EME

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s EME Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Emcor (EME) stake by 95% in Q3 2026, selling an estimated $789K and leaving 49 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #668.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in EME in Q3 2024 and has held it in 9 quarters since. The position peaked at $891K in Q2 2026. 1,024 funds tracked by Wall St. Rank hold EME as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 49 shares of Emcor worth $37K as of Q3 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 1,024 Emcor shares in Q3 2026, an estimated $789K.
Emcor made up 0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #668 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Emcor in Q3 2024 and has held it in 9 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Emcor position peaked at $891K in Q2 2026.
1,024 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.