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Independent Advisor Alliance’s Ceco Environmental CECO Stock Holding History

Independent Advisor Alliance’s Portfolio CECO Stock Details CECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$916K Buy
10,099
+567
+6% +$44.8K 0.02% 485
2026
Q1 		$568K Sell
9,532
-21,455
-69% -$1.38M 0.01% 1062
2025
Q4 		$1.85M Buy
30,987
+25,276
+443% +$1.35M 0.05% 323
2025
Q3 		$292K Buy
+5,711
New +$242K 0.01% 774

Other funds holding CECO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Independent Advisor Alliance's CECO Position: Q2 2026 in Review

Independent Advisor Alliance increased its Ceco Environmental (CECO) stake by 5.9% in Q2 2026, buying an estimated $44.8K and bringing the position to 10,099 shares worth $916K. The position accounts for 0.02% of the portfolio, ranked #485.

Independent Advisor Alliance first reported a position in CECO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.85M in Q4 2025. 343 funds tracked by Wall St. Rank hold CECO as of Q2 2026.

  • Independent Advisor Alliance held 10,099 shares of Ceco Environmental worth $916K as of Q2 2026.
  • Independent Advisor Alliance bought 567 Ceco Environmental shares in Q2 2026, an estimated $44.8K.
  • Ceco Environmental made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #485 holding.
  • Independent Advisor Alliance first reported a position in Ceco Environmental in Q3 2025 and has held it in 4 quarters since.
  • Independent Advisor Alliance's Ceco Environmental position peaked at $1.85M in Q4 2025.
  • 343 funds tracked by Wall St. Rank held Ceco Environmental as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.