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Clearstead Advisors’s Embecta EMBC Stock Holding History

Clearstead Advisors’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 		$177 Sell
20
-7
-26% -$73 ﹤0.01% 2174
2025
Q4 		$321 Hold
27
– – ﹤0.01% 2367
2025
Q3 		$381 Sell
27
-1
-4% -$13 ﹤0.01% 2773
2025
Q2 		$272 Hold
28
– – ﹤0.01% 2547
2025
Q1 		$357 Hold
28
– – ﹤0.01% 2099
2024
Q4 		$579 Sell
28
-11
-28% -$180 ﹤0.01% 1970
2024
Q3 		$550 Hold
39
– – ﹤0.01% 1951
2024
Q2 		$488 Hold
39
– – ﹤0.01% 1938
2024
Q1 		$554 Sell
39
-111
-74% -$1.72K ﹤0.01% 1449
2023
Q4 		$2.84K Sell
150
-247
-62% -$4.05K ﹤0.01% 1245
2023
Q3 		$5.98K Buy
397
+207
+109% +$3.88K ﹤0.01% 1199
2023
Q2 		$4.1K Sell
190
-493
-72% -$13.4K ﹤0.01% 1069
2023
Q1 		$19.2K Hold
683
– – ﹤0.01% 861
2022
Q4 		$17.3K Buy
683
+4
+0.6% +$122 ﹤0.01% 824
2022
Q3 		$20K Sell
679
-44
-6% -$1.3K ﹤0.01% 770
2022
Q2 		$18K Buy
+723
New +$20.8K ﹤0.01% 826

Other funds holding EMBC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
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