Creative Financial Designs’s Emcor EME Stock Holding History

Creative Financial Designs’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	$16.6K	Hold	20	–	–	﹤0.01%	1366
2026 Q1	$14.8K	Hold	20	–	–	﹤0.01%	1286
2025 Q4	$12.2K	Hold	20	–	–	﹤0.01%	1309
2025 Q3	$13K	Hold	20	–	–	﹤0.01%	1290
2025 Q2	$10.7K	Hold	20	–	–	﹤0.01%	1325
2025 Q1	$7.39K	Buy	+20	New	+$8.65K	﹤0.01%	1373
2021 Q4	–	Sell	-251	Closed	-$29K	–	1268
2021 Q3	$29K	Hold	251	–	–	﹤0.01%	764
2021 Q2	$31K	Hold	251	–	–	0.01%	728
2021 Q1	$28K	Hold	251	–	–	0.01%	700
2020 Q4	$23K	Hold	251	–	–	﹤0.01%	685
2020 Q3	$17K	Hold	251	–	–	﹤0.01%	689
2020 Q2	$17K	Buy	+251	New	+$15.7K	0.01%	637

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Creative Financial Designs's EME Position: Q2 2026 in Review

Creative Financial Designs held its Emcor (EME) position steady in Q2 2026 at 20 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Creative Financial Designs first reported a position in EME in Q2 2020 and has held it in 12 quarters since. The position peaked at $31K in Q2 2021. 1,244 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Creative Financial Designs held 20 shares of Emcor worth $16.6K as of Q2 2026.
Creative Financial Designs left its Emcor share count unchanged in Q2 2026.
Emcor made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1366 holding.
Creative Financial Designs first reported a position in Emcor in Q2 2020 and has held it in 12 quarters since.
Creative Financial Designs's Emcor position peaked at $31K in Q2 2021.
1,244 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.