Creative Planning
CECO icon

Creative Planning’s Ceco Environmental CECO Stock Holding History

Creative Planning’s Portfolio CECO Stock Details CECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.1M Sell
34,198
-314
-0.9% -$24.8K ﹤0.01% 1752
2026
Q1 		$2.06M Buy
34,512
+28,289
+455% +$1.82M ﹤0.01% 1876
2025
Q4 		$372K Buy
6,223
+941
+18% +$50.3K ﹤0.01% 3087
2025
Q3 		$270K Buy
+5,282
New +$224K ﹤0.01% 3226
2025
Q1 		– Sell
-59
Closed -$1.78K – 3507
2024
Q4 		$1.78K Buy
+59
New +$1.68K ﹤0.01% 3470
2014
Q1 		– Sell
-238
Closed -$4K – 3639
2013
Q4 		$4K Buy
+238
New +$3.85K ﹤0.01% 2898

Other funds holding CECO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's CECO Position: Q2 2026 in Review

Creative Planning reduced its Ceco Environmental (CECO) stake by 0.91% in Q2 2026, selling an estimated $24.8K and leaving 34,198 shares worth $3.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Creative Planning first reported a position in CECO in Q4 2013 and has held it in 6 quarters since. 344 funds tracked by Wall St. Rank hold CECO as of Q2 2026.

  • Creative Planning held 34,198 shares of Ceco Environmental worth $3.1M as of Q2 2026.
  • Creative Planning sold 314 Ceco Environmental shares in Q2 2026, an estimated $24.8K.
  • Ceco Environmental made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1752 holding.
  • Creative Planning first reported a position in Ceco Environmental in Q4 2013 and has held it in 6 quarters since.
  • 344 funds tracked by Wall St. Rank held Ceco Environmental as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.