Advisor OS’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Advisor OS’s Portfolio EMD Stock Details EMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$265K	Sell	28,311 -7,845	-22%	-$81.6K	0.02%	476
2026 Q2	$388K	Hold	36,156	–	–	0.03%	376
2026 Q1	$355K	Hold	36,156	–	–	0.03%	392
2025 Q4	$384K	Hold	36,156	–	–	0.03%	335
2025 Q3	$373K	Hold	36,156	–	–	0.03%	327
2025 Q2	$363K	Hold	36,156	–	–	0.04%	312
2025 Q1	$358K	Sell	36,156 -8	-0%	-$79	0.04%	290
2024 Q4	$348K	Sell	36,164 -511	-1%	-$5.07K	0.04%	289
2024 Q3	$373K	Hold	36,675	–	–	0.04%	284
2024 Q2	$341K	Hold	36,675	–	–	0.04%	282
2024 Q1	$352K	Hold	36,675	–	–	0.04%	286
2023 Q4	$338K	Sell	36,675 -1,224	-3%	-$10.5K	0.04%	247
2023 Q3	$315K	Hold	37,899	–	–	0.05%	227
2023 Q2	$327K	Hold	37,899	–	–	0.05%	230
2023 Q1	$326K	Hold	37,899	–	–	0.08%	183
2022 Q4	$345K	Sell	37,899 -863	-2%	-$7.39K	0.09%	171
2022 Q3	$309K	Sell	38,762 -877	-2%	-$7.88K	0.09%	161
2022 Q2	$350K	Hold	39,639	–	–	0.1%	164
2022 Q1	$425K	Hold	39,639	–	–	0.12%	158
2021 Q4	$507K	Hold	39,639	–	–	0.1%	166
2021 Q3	$539K	Hold	39,639	–	–	0.12%	147
2021 Q2	$555K	Hold	39,639	–	–	0.12%	134
2021 Q1	$524K	Sell	39,639 -612	-2%	-$8.26K	0.12%	117
2020 Q4	$560K	Buy	+40,251	New	+$529K	0.15%	79

Other funds holding EMD

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Accredited Investor Services St. Cloud, Minnesota $179M AUM 16.38% 1-Year Est. Return

Advisor OS's EMD Position: Q3 2026 in Review

Advisor OS reduced its Western Asset Emerging Markets Debt Fund (EMD) stake by 22% in Q3 2026, selling an estimated $81.6K and leaving 28,311 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #476.

Advisor OS first reported a position in EMD in Q4 2020 and has held it in 24 quarters since. The position peaked at $560K in Q4 2020. 31 funds tracked by Wall St. Rank hold EMD as of Q3 2026.

Advisor OS held 28,311 shares of Western Asset Emerging Markets Debt Fund worth $265K as of Q3 2026.
Advisor OS sold 7,845 Western Asset Emerging Markets Debt Fund shares in Q3 2026, an estimated $81.6K.
Western Asset Emerging Markets Debt Fund made up 0.02% of Advisor OS's portfolio in Q3 2026, its #476 holding.
Advisor OS first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2020 and has held it in 24 quarters since.
Advisor OS's Western Asset Emerging Markets Debt Fund position peaked at $560K in Q4 2020.
31 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2026.

Based on Advisor OS's 13F filing for Q3 2026, filed 3 Nov 2026.