Creative Planning
EME icon

Creative Planning’s Emcor EME Stock Holding History

Creative Planning’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 		$19.1M Buy
25,887
+8,095
+45% +$5.89M 0.01% 463
2025
Q4 		$10.9M Buy
17,792
+1,060
+6% +$686K 0.01% 582
2025
Q3 		$10.9M Buy
16,732
+2,708
+19% +$1.64M 0.01% 533
2025
Q2 		$7.5M Sell
14,024
-35
-0.2% -$15.4K 0.01% 611
2025
Q1 		$5.2M Buy
14,059
+3,059
+28% +$1.32M ﹤0.01% 691
2024
Q4 		$4.99M Buy
11,000
+1,061
+11% +$502K ﹤0.01% 664
2024
Q3 		$4.28M Buy
9,939
+504
+5% +$190K ﹤0.01% 694
2024
Q2 		$3.44M Buy
9,435
+1,012
+12% +$373K ﹤0.01% 763
2024
Q1 		$2.95M Buy
8,423
+261
+3% +$70.1K ﹤0.01% 810
2023
Q4 		$1.76M Buy
8,162
+881
+12% +$185K ﹤0.01% 962
2023
Q3 		$1.53M Buy
7,281
+301
+4% +$63K ﹤0.01% 971
2023
Q2 		$1.29M Buy
6,980
+2,804
+67% +$469K ﹤0.01% 1000
2023
Q1 		$679K Buy
4,176
+1,485
+55% +$228K ﹤0.01% 1298
2022
Q4 		$399K Buy
+2,691
New +$382K ﹤0.01% 1546
2017
Q3 		– Sell
-205
Closed -$13K – 2401
2017
Q2 		$13K Buy
205
+17
+9% +$1.09K ﹤0.01% 3452
2017
Q1 		$12K Sell
188
-90
-32% -$5.97K ﹤0.01% 3467
2016
Q4 		$20K Buy
278
+175
+170% +$11.5K ﹤0.01% 3083
2016
Q3 		$6K Buy
103
+8
+8% +$442 ﹤0.01% 3794
2016
Q2 		$5K Hold
95
– – ﹤0.01% 3629
2016
Q1 		$5K Hold
95
– – ﹤0.01% 3571
2015
Q4 		$5K Sell
95
-57
-38% -$2.73K ﹤0.01% 3659
2015
Q3 		$7K Buy
+152
New +$7.09K ﹤0.01% 3423
2015
Q2 		– Sell
-48
Closed -$2K – 1638
2015
Q1 		$2K Buy
48
+38
+380% +$1.65K ﹤0.01% 3861
2014
Q4 		$0 Sell
10
-6
-38% -$258 ﹤0.01% 4196
2014
Q3 		$1K Buy
16
+7
+78% +$301 ﹤0.01% 3815
2014
Q2 		$0 Sell
9
-142
-94% -$6.44K ﹤0.01% 3814
2014
Q1 		$7K Buy
+151
New +$6.65K ﹤0.01% 2913

Other funds holding EME

BlackRock
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $156B AUM 27.51% 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

Creative Planning's EME Position: Q1 2026 in Review

Creative Planning increased its Emcor (EME) stake by 45% in Q1 2026, buying an estimated $5.89M and bringing the position to 25,887 shares worth $19.1M. The position accounts for 0.01% of the portfolio, ranked #463.

Creative Planning first reported a position in EME in Q1 2014 and has held it in 27 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Creative Planning held 25,887 shares of Emcor worth $19.1M as of Q1 2026.
  • Creative Planning bought 8,095 Emcor shares in Q1 2026, an estimated $5.89M.
  • Emcor made up 0.01% of Creative Planning's portfolio in Q1 2026, its #463 holding.
  • Creative Planning first reported a position in Emcor in Q1 2014 and has held it in 27 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.