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Mount Yale Investment Advisors’s Emcor EME Stock Holding History

Mount Yale Investment Advisors’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 		$950K Buy
+1,286
New +$936K 0.02% 535
2025
Q4 		– Sell
-322
Closed -$209K – 745
2025
Q3 		$209K Sell
322
-1,117
-78% -$678K 0.01% 619
2025
Q2 		$770K Sell
1,439
-286
-17% -$126K 0.06% 256
2025
Q1 		$638K Sell
1,725
-374
-18% -$162K 0.05% 277
2024
Q4 		$953K Sell
2,099
-29
-1% -$13.7K 0.08% 210
2024
Q3 		$916K Sell
2,128
-696
-25% -$263K 0.09% 212
2024
Q2 		$1.03M Sell
2,824
-997
-26% -$368K 0.08% 202
2024
Q1 		$1.34M Sell
3,821
-777
-17% -$209K 0.1% 181
2023
Q4 		$991K Sell
4,598
-75
-2% -$15.7K 0.09% 206
2023
Q3 		$983K Sell
4,673
-240
-5% -$50.2K 0.11% 188
2023
Q2 		$908K Sell
4,913
-166
-3% -$27.8K 0.1% 208
2023
Q1 		$826K Buy
5,079
+296
+6% +$45.5K 0.09% 228
2022
Q4 		$708K Buy
+4,783
New +$679K 0.08% 248
2018
Q4 		– Sell
-601
Closed -$46K – 449
2018
Q3 		$46K Sell
601
-252
-30% -$19.4K 0.01% 611
2018
Q2 		$65K Sell
853
-195
-19% -$15.1K 0.01% 583
2018
Q1 		$82K Buy
+1,048
New +$83.1K 0.02% 509

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's EME Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Emcor (EME) in Q1 2026: 1,286 shares worth $950K. The stake represents 0.02% of the portfolio and ranks #535 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in EME as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in EME in Q1 2018 and has held it in 16 quarters since. The position peaked at $1.34M in Q1 2024. 1,160 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Mount Yale Investment Advisors held 1,286 shares of Emcor worth $950K as of Q1 2026.
  • Emcor was a new Mount Yale Investment Advisors position in Q1 2026.
  • Emcor made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #535 holding.
  • Mount Yale Investment Advisors first reported a position in Emcor in Q1 2018 and has held it in 16 quarters since.
  • Mount Yale Investment Advisors's Emcor position peaked at $1.34M in Q1 2024.
  • 1,160 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.