BWM
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Baron Wealth Management’s Embecta EMBC Stock Holding History

Baron 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
2026
Q2 		– Sell
-28,403
Closed -$251K – 309
2026
Q1 		$251K Buy
+28,403
New +$296K 0.08% 213

Other funds holding EMBC

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Baron Wealth Management's EMBC Position: Q2 2026 in Review

Baron Wealth Management sold out of Embecta (EMBC) in Q2 2026, closing a stake of 28,403 shares — an estimated $251K sold.

Baron Wealth Management first reported a position in EMBC in Q1 2026 and held it in 1 quarter. The position peaked at $251K in Q1 2026. 35 funds tracked by Wall St. Rank hold EMBC as of Q2 2026.

  • Baron Wealth Management reported no remaining Embecta position as of Q2 2026 after selling out during the quarter.
  • Baron Wealth Management sold 28,403 Embecta shares in Q2 2026, an estimated $251K.
  • Baron Wealth Management first reported a position in Embecta in Q1 2026 and held it in 1 quarter.
  • Baron Wealth Management's Embecta position peaked at $251K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Embecta as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.