Creative Planning’s Emcor EME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21.8M | Buy |
26,255
+368
| +1% | +$311K | 0.01% | 477 |
|
|
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
Creative Planning's EME Position: Q2 2026 in Review
Creative Planning increased its Emcor (EME) stake by 1.4% in Q2 2026, buying an estimated $311K and bringing the position to 26,255 shares worth $21.8M. The position accounts for 0.01% of the portfolio, ranked #477.
Creative Planning first reported a position in EME in Q1 2014 and has held it in 28 quarters since. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.
- Creative Planning held 26,255 shares of Emcor worth $21.8M as of Q2 2026.
- Creative Planning bought 368 Emcor shares in Q2 2026, an estimated $311K.
- Emcor made up 0.01% of Creative Planning's portfolio in Q2 2026, its #477 holding.
- Creative Planning first reported a position in Emcor in Q1 2014 and has held it in 28 quarters since.
- 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.