Cherry Tree Wealth Management’s Embecta EMBC Stock Holding History

Cherry Tree 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 Q3	$612	Hold	108	–	–	﹤0.01%	555
2026 Q2	$353	Hold	108	–	–	﹤0.01%	575
2026 Q1	$955	Hold	108	–	–	﹤0.01%	541
2025 Q4	$1.28K	Hold	108	–	–	﹤0.01%	534
2025 Q3	$1.52K	Hold	108	–	–	﹤0.01%	526
2025 Q2	$1.05K	Hold	108	–	–	﹤0.01%	552
2025 Q1	$1.38K	Hold	108	–	–	﹤0.01%	660
2024 Q4	$2.23K	Hold	108	–	–	﹤0.01%	533
2024 Q3	$1.52K	Hold	108	–	–	﹤0.01%	552
2024 Q2	$1.35K	Hold	108	–	–	﹤0.01%	534
2024 Q1	$1.43K	Hold	108	–	–	﹤0.01%	524
2023 Q4	$2.04K	Hold	108	–	–	﹤0.01%	501
2023 Q3	$1.63K	Hold	108	–	–	﹤0.01%	498
2023 Q2	$2.33K	Buy	+108	New	+$2.94K	﹤0.01%	480

Other funds holding EMBC

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $389M AUM 21.95% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Cherry Tree Wealth Management's EMBC Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Embecta (EMBC) position steady in Q3 2026 at 108 shares worth $612. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Cherry Tree Wealth Management first reported a position in EMBC in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.33K in Q2 2023. 95 funds tracked by Wall St. Rank hold EMBC as of Q3 2026.

Cherry Tree Wealth Management held 108 shares of Embecta worth $612 as of Q3 2026.
Cherry Tree Wealth Management left its Embecta share count unchanged in Q3 2026.
Embecta made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #555 holding.
Cherry Tree Wealth Management first reported a position in Embecta in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Embecta position peaked at $2.33K in Q2 2023.
95 funds tracked by Wall St. Rank held Embecta as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.