IAA
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Independent Advisor Alliance’s Emcor EME Stock Holding History

Independent Advisor Alliance’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
Q2 		$912K Buy
1,099
+162
+17% +$137K 0.02% 486
2026
Q1 		$692K Buy
937
+532
+131% +$387K 0.01% 992
2025
Q4 		$248K Buy
405
+6
+2% +$3.88K 0.01% 862
2025
Q3 		$259K Sell
399
-28
-7% -$17K 0.01% 810
2025
Q2 		$228K Sell
427
-5,715
-93% -$2.52M 0.01% 795
2025
Q1 		$2.27M Buy
6,142
+805
+15% +$348K 0.08% 232
2024
Q4 		$2.42M Buy
5,337
+85
+2% +$40.2K 0.03% 461
2024
Q3 		$2.26M Buy
5,252
+1,049
+25% +$396K 0.08% 204
2024
Q2 		$1.53M Buy
+4,203
New +$1.55M 0.05% 259

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Independent Advisor Alliance increased its Emcor (EME) stake by 17% in Q2 2026, buying an estimated $137K and bringing the position to 1,099 shares worth $912K. The position accounts for 0.02% of the portfolio, ranked #486.

Independent Advisor Alliance first reported a position in EME in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.42M in Q4 2024. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Independent Advisor Alliance held 1,099 shares of Emcor worth $912K as of Q2 2026.
  • Independent Advisor Alliance bought 162 Emcor shares in Q2 2026, an estimated $137K.
  • Emcor made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #486 holding.
  • Independent Advisor Alliance first reported a position in Emcor in Q2 2024 and has held it in 9 quarters since.
  • Independent Advisor Alliance's Emcor position peaked at $2.42M in Q4 2024.
  • 1,251 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

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