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
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

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

United Financial Planning Group's EEX Position: Q1 2026 in Review

United Financial Planning Group reduced its Emerald Holding (EEX) stake by 19% in Q1 2026, selling an estimated $3.16K and leaving 2,866 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #177.

United Financial Planning Group first reported a position in EEX in Q3 2025 and has held it in 3 quarters since. The position peaked at $18.1K in Q3 2025. 72 funds tracked by Wall St. Rank hold EEX as of Q1 2026.

  • United Financial Planning Group held 2,866 shares of Emerald Holding worth $12.9K as of Q1 2026.
  • United Financial Planning Group sold 685 Emerald Holding shares in Q1 2026, an estimated $3.16K.
  • Emerald Holding made up 0.01% of United Financial Planning Group's portfolio in Q1 2026, its #177 holding.
  • United Financial Planning Group first reported a position in Emerald Holding in Q3 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Emerald Holding position peaked at $18.1K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held Emerald Holding as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.