UFPG
EEX

United Financial Planning Group’s Emerald Holding EEX Stock Holding History

United Financial Planning Group’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
Q2 		– Sell
-2,866
Closed -$12.9K – 488
2026
Q1 		$12.9K Sell
2,866
-685
-19% -$3.16K 0.01% 177
2025
Q4 		$15.9K Hold
3,551
– – 0.01% 161
2025
Q3 		$18.1K Buy
+3,551
New +$17.9K 0.01% 125

Other funds holding EEX

GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $8.31B AUM 37.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

United Financial Planning Group's EEX Position: Q2 2026 in Review

United Financial Planning Group sold out of Emerald Holding (EEX) in Q2 2026, closing a stake of 2,866 shares — an estimated $12.9K sold.

United Financial Planning Group first reported a position in EEX in Q3 2025 and held it in 3 quarters. The position peaked at $18.1K in Q3 2025. 73 funds tracked by Wall St. Rank hold EEX as of Q2 2026.

  • United Financial Planning Group reported no remaining Emerald Holding position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 2,866 Emerald Holding shares in Q2 2026, an estimated $12.9K.
  • United Financial Planning Group first reported a position in Emerald Holding in Q3 2025 and held it in 3 quarters.
  • United Financial Planning Group's Emerald Holding position peaked at $18.1K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Emerald Holding as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.