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Avidian Wealth Enterprises’s Emergent Biosolutions EBS Stock Holding History

Avidian Wealth Enterprises’s Portfolio EBS Stock Details EBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,440
Closed -$92.1K – 584
2025
Q3 		$92.1K Sell
10,440
-154
-1% -$1.2K ﹤0.01% 576
2025
Q2 		$67.6K Hold
10,594
– – ﹤0.01% 546
2025
Q1 		$51.5K Buy
10,594
+59
+0.6% +$488 ﹤0.01% 513
2024
Q4 		$101K Hold
10,535
– – ﹤0.01% 501
2024
Q3 		$88K Sell
10,535
-2,700
-20% -$24.5K ﹤0.01% 492
2024
Q2 		$90.3K Hold
13,235
– – ﹤0.01% 493
2024
Q1 		$33.5K Buy
+13,235
New +$29.8K ﹤0.01% 438

Other funds holding EBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avidian Wealth Enterprises's EBS Position: Q4 2025 in Review

Avidian Wealth Enterprises sold out of Emergent Biosolutions (EBS) in Q4 2025, closing a stake of 10,440 shares — an estimated $92.1K sold.

Avidian Wealth Enterprises first reported a position in EBS in Q1 2024 and held it in 7 quarters. The position peaked at $101K in Q4 2024. 183 funds tracked by Wall St. Rank hold EBS as of Q4 2025.

  • Avidian Wealth Enterprises reported no remaining Emergent Biosolutions position as of Q4 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 10,440 Emergent Biosolutions shares in Q4 2025, an estimated $92.1K.
  • Avidian Wealth Enterprises first reported a position in Emergent Biosolutions in Q1 2024 and held it in 7 quarters.
  • Avidian Wealth Enterprises's Emergent Biosolutions position peaked at $101K in Q4 2024.
  • 183 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q4 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2025, filed 2 Feb 2026.