Level Four Advisory Services’s Emcor EME Stock Holding History

Level Four Advisory Services’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	$1.99M	Sell	2,700 -51	-2%	-$37.1K	0.07%	288
2025 Q4	$1.68M	Sell	2,751 -64	-2%	-$41.4K	0.06%	310
2025 Q3	$1.83M	Buy	2,815 +181	+7%	+$110K	0.06%	292
2025 Q2	$1.41M	Sell	2,634 -1,091	-29%	-$481K	0.05%	317
2025 Q1	$1.38M	Buy	3,725 +300	+9%	+$130K	0.06%	298
2024 Q4	$1.55M	Buy	3,425 +473	+16%	+$224K	0.06%	273
2024 Q3	$1.32M	Buy	2,952 +90	+3%	+$34K	0.06%	295
2024 Q2	$1.05M	Sell	2,862 -1,052	-27%	-$388K	0.05%	320
2024 Q1	$843K	Buy	3,914 +94	+2%	+$25.2K	0.05%	342
2023 Q4	$823K	Sell	3,820 -305	-7%	-$64K	0.05%	345
2023 Q3	$868K	Buy	+4,125	New	+$863K	0.06%	310

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

Level Four Advisory Services's EME Position: Q1 2026 in Review

Level Four Advisory Services reduced its Emcor (EME) stake by 1.9% in Q1 2026, selling an estimated $37.1K and leaving 2,700 shares worth $1.99M. The position accounts for 0.07% of the portfolio, ranked #288.

Level Four Advisory Services first reported a position in EME in Q3 2023 and has held it in 11 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

Level Four Advisory Services held 2,700 shares of Emcor worth $1.99M as of Q1 2026.
Level Four Advisory Services sold 51 Emcor shares in Q1 2026, an estimated $37.1K.
Emcor made up 0.07% of Level Four Advisory Services's portfolio in Q1 2026, its #288 holding.
Level Four Advisory Services first reported a position in Emcor in Q3 2023 and has held it in 11 quarters since.
1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.