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Emcor shares owned by Stonehaven Wealth & Tax Solutions

Quarter-by-quarter ownership of Emcor (EME) shares owned by Stonehaven Wealth & Tax Solutions from 13F filings

Historical chart of Stonehaven Wealth & Tax Solutions investment in Emcor

Tip: Access up to 7 years of quarterly data

All positions including Emcor held by Stonehaven Wealth & Tax Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Emcor by Stonehaven Wealth & Tax Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $300k 462 649.54
2025-06-30 $259k 485 534.89

More positions owned by Stonehaven Wealth & Tax Solutions

Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Stonehaven Wealth & Tax Solutions

Top funds holding Emcor

Vanguard Group
BlackRock
FMR
State Street Corporation
Geode Capital Management
Victory Capital Management
Kayne Anderson Rudnick Investment Management
Select Equity
Invesco
AQR Capital Management
Morgan Stanley
First Trust Advisors
Allspring Global Investments Holdings
Northern Trust
Qube Research & Technologies

View all funds holding Emcor