BCWM
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Bartlett & Co Wealth Management’s Embecta EMBC Stock Holding History

Bartlett & Co 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
Q1 		$120 Sell
13
-31
-70% -$323 ﹤0.01% 1256
2025
Q4 		$523 Buy
44
+3
+7% +$40 ﹤0.01% 1169
2025
Q3 		$579 Buy
+41
New +$519 ﹤0.01% 1136
2024
Q2 		– Sell
-57
Closed -$756 – 1148
2024
Q1 		$756 Sell
57
-281
-83% -$4.35K ﹤0.01% 1078
2023
Q4 		$6.45K Sell
338
-120
-26% -$1.97K ﹤0.01% 1052
2023
Q3 		$6.89K Sell
458
-13
-3% -$244 ﹤0.01% 967
2023
Q2 		$10.2K Buy
471
+66
+16% +$1.8K ﹤0.01% 927
2023
Q1 		$11.4K Sell
405
-544
-57% -$15.4K ﹤0.01% 802
2022
Q4 		$24.1K Sell
949
-466
-33% -$14.2K ﹤0.01% 688
2022
Q3 		$40.7K Sell
1,415
-812
-36% -$24K ﹤0.01% 595
2022
Q2 		$56.4K Buy
+2,227
New +$64.2K ﹤0.01% 550

Other funds holding EMBC

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
YAM
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RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
SCM
Sio Capital Management New York $694M AUM 79.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return