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Innovative Asset Advisors Group’s Emcor EME Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-98
Closed -$72.4K – 506
2026
Q1 		$72.4K Buy
+98
New +$71.3K 0.04% 254

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Innovative Asset Advisors Group's EME Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Emcor (EME) in Q2 2026, closing a stake of 98 shares — an estimated $72.4K sold.

Innovative Asset Advisors Group first reported a position in EME in Q1 2026 and held it in 1 quarter. The position peaked at $72.4K in Q1 2026. 1,168 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Emcor position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 98 Emcor shares in Q2 2026, an estimated $72.4K.
  • Innovative Asset Advisors Group first reported a position in Emcor in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Emcor position peaked at $72.4K in Q1 2026.
  • 1,168 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.