AWM
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Abound Wealth Management’s Embecta EMBC Stock Holding History

Abound Wealth Management’s Portfolio EMBC Stock Details EMBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8
Closed -$166 – 1290
2024
Q4 		$166 Hold
8
– – ﹤0.01% 1146
2024
Q3 		$113 Hold
8
– – ﹤0.01% 1273
2024
Q2 		$100 Hold
8
– – ﹤0.01% 1153
2024
Q1 		$107 Hold
8
– – ﹤0.01% 1269
2023
Q4 		$152 Hold
8
– – ﹤0.01% 1281
2023
Q3 		$121 Hold
8
– – ﹤0.01% 1144
2023
Q2 		$173 Buy
+8
New +$218 ﹤0.01% 1164

Other funds holding EMBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Sio Capital Management New York $604M AUM 96.57% 1-Year Est. Return

Abound Wealth Management's EMBC Position: Q1 2025 in Review

Abound Wealth Management sold out of Embecta (EMBC) in Q1 2025, closing a stake of 8 shares — an estimated $166 sold.

Abound Wealth Management first reported a position in EMBC in Q2 2023 and held it in 7 quarters. The position peaked at $173 in Q2 2023. 367 funds tracked by Wall St. Rank hold EMBC as of Q1 2025.

  • Abound Wealth Management reported no remaining Embecta position as of Q1 2025 after selling out during the quarter.
  • Abound Wealth Management sold 8 Embecta shares in Q1 2025, an estimated $166.
  • Abound Wealth Management first reported a position in Embecta in Q2 2023 and held it in 7 quarters.
  • Abound Wealth Management's Embecta position peaked at $173 in Q2 2023.
  • 367 funds tracked by Wall St. Rank held Embecta as of Q1 2025.

Based on Abound Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.