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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Independent Advisor Alliance's EME Position: Q1 2026 in Review

Independent Advisor Alliance increased its Emcor (EME) stake by 131% in Q1 2026, buying an estimated $387K and bringing the position to 937 shares worth $692K. The position accounts for 0.01% of the portfolio, ranked #992.

Independent Advisor Alliance first reported a position in EME in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.42M in Q4 2024. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

Independent Advisor Alliance held 937 shares of Emcor worth $692K as of Q1 2026.
Independent Advisor Alliance bought 532 Emcor shares in Q1 2026, an estimated $387K.
Emcor made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #992 holding.
Independent Advisor Alliance first reported a position in Emcor in Q2 2024 and has held it in 8 quarters since.
Independent Advisor Alliance's Emcor position peaked at $2.42M in Q4 2024.
1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.