IFO
EME icon

Independent Family Office’s Emcor EME Stock Holding History

Independent Family Office’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 		$308K Sell
371
-300
-45% -$254K 0.12% 72
2026
Q1 		$495K Buy
+671
New +$488K 0.2% 59

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 $3.37T AUM 44.26% 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 Family Office's EME Position: Q2 2026 in Review

Independent Family Office reduced its Emcor (EME) stake by 45% in Q2 2026, selling an estimated $254K and leaving 371 shares worth $308K. The position accounts for 0.12% of the portfolio, ranked #72.

Independent Family Office first reported a position in EME in Q1 2026 and has held it in 2 quarters since. The position peaked at $495K in Q1 2026. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Independent Family Office held 371 shares of Emcor worth $308K as of Q2 2026.
  • Independent Family Office sold 300 Emcor shares in Q2 2026, an estimated $254K.
  • Emcor made up 0.12% of Independent Family Office's portfolio in Q2 2026, its #72 holding.
  • Independent Family Office first reported a position in Emcor in Q1 2026 and has held it in 2 quarters since.
  • Independent Family Office's Emcor position peaked at $495K in Q1 2026.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.