RWM
EEX

Ritholtz Wealth Management’s Emerald Holding EEX Stock Holding History

Ritholtz Wealth Management’s Portfolio EEX Stock Details EEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$92.9K Buy
20,595
+5,603
+37% +$25.8K ﹤0.01% 1173
2025
Q4 		$67K Buy
+14,992
New +$64.5K ﹤0.01% 1104
2025
Q1 		– Sell
-13,535
Closed -$65.2K – 945
2024
Q4 		$65.2K Sell
13,535
-10,655
-44% -$48.9K ﹤0.01% 843
2024
Q3 		$121K Sell
24,190
-24,189
-50% -$129K ﹤0.01% 846
2024
Q2 		$275K Sell
48,379
-4,862
-9% -$29.2K 0.01% 676
2024
Q1 		$363K Sell
53,241
-669
-1% -$4.13K 0.01% 591
2023
Q4 		$322K Sell
53,910
-3,415
-6% -$18K 0.01% 587
2023
Q3 		$259K Buy
57,325
+30,433
+113% +$129K 0.01% 578
2023
Q2 		$110K Buy
26,892
+5,173
+24% +$19.5K 0.01% 649
2023
Q1 		$80.8K Buy
21,719
+3,774
+21% +$14.1K ﹤0.01% 627
2022
Q4 		$63.5K Sell
17,945
-6,589
-27% -$23.6K ﹤0.01% 565
2022
Q3 		$83K Buy
+24,534
New +$88.7K ﹤0.01% 692

Other funds holding EEX

AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ritholtz Wealth Management's EEX Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Emerald Holding (EEX) stake by 37% in Q1 2026, buying an estimated $25.8K and bringing the position to 20,595 shares worth $92.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Ritholtz Wealth Management first reported a position in EEX in Q3 2022 and has held it in 12 quarters since. The position peaked at $363K in Q1 2024. 72 funds tracked by Wall St. Rank hold EEX as of Q1 2026.

  • Ritholtz Wealth Management held 20,595 shares of Emerald Holding worth $92.9K as of Q1 2026.
  • Ritholtz Wealth Management bought 5,603 Emerald Holding shares in Q1 2026, an estimated $25.8K.
  • Emerald Holding made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1173 holding.
  • Ritholtz Wealth Management first reported a position in Emerald Holding in Q3 2022 and has held it in 12 quarters since.
  • Ritholtz Wealth Management's Emerald Holding position peaked at $363K in Q1 2024.
  • 72 funds tracked by Wall St. Rank held Emerald Holding as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.