Congress Wealth Management LLC
- SEC CIK
- 0001904976
- Latest filing
- Aug 13, 2025
EME holding history
EMCOR Group, Inc. in every 13F filed by Congress Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
EME overviewAll 13F holders of EMEFull Q2 2025 holdings
- Shares (Q2 2025)
- 30,929
- Value
- $16.5M
- % of portfolio
- 0.2%
- Quarters held
- 11
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 30,929 | $16.5M | 0.2% | −6,439−17.2% | Reduced | Holders |
| Q1 2025 | 37,368 | $13.8M | 0.2% | −5,889−13.6% | Reduced | Holders |
| Q4 2024 | 43,257 | $19.6M | 0.3% | −1,757−3.9% | Reduced | Holders |
| Q3 2024 | 45,014 | $19.4M | 0.3% | −10,112−18.3% | Reduced | Holders |
| Q2 2024 | 55,126 | $20.1M | 0.3% | −16,518−23.1% | Reduced | Holders |
| Q1 2024 | 71,644 | $25.1M | 0.4% | +696+1.0% | Added | Holders |
| Q4 2023 | 70,948 | $15.3M | 0.3% | +1,602+2.3% | Added | Holders |
| Q3 2023 | 69,346 | $14.6M | 0.3% | +1,331+2.0% | Added | Holders |
| Q2 2023 | 68,015 | $12.6M | 0.3% | +522+0.8% | Added | Holders |
| Q1 2023 | 67,493 | $11.0M | 0.3% | +6,153+10.0% | Added | Holders |
| Q4 2022 | 61,340 | $9.09M | 0.2% | +61,340 | New | Holders |