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Concord Wealth Partners’s Embecta EMBC Stock Holding History

Concord Wealth Partners’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
2025
Q3 		– Sell
-8
Closed -$78 – 848
2025
Q2 		$78 Hold
8
– – ﹤0.01% 839
2025
Q1 		$102 Buy
+8
New +$128 ﹤0.01% 792
2023
Q4 		– Sell
-1
Closed -$15 – 878
2023
Q3 		$15 Sell
1
-49
-98% -$919 ﹤0.01% 1027
2023
Q2 		$1.08K Buy
50
+1
+2% +$27 ﹤0.01% 942
2023
Q1 		$1.37K Hold
49
– – ﹤0.01% 861
2022
Q4 		$1.25K Buy
+49
New +$1.5K ﹤0.01% 1023
2022
Q3 		– Sell
-80
Closed -$2K – 435
2022
Q2 		$2K Buy
+80
New +$2.31K ﹤0.01% 1014

Other funds holding EMBC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Concord Wealth Partners's EMBC Position: Q3 2025 in Review

Concord Wealth Partners sold out of Embecta (EMBC) in Q3 2025, closing a stake of 8 shares — an estimated $78 sold.

Concord Wealth Partners first reported a position in EMBC in Q2 2022 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 354 funds tracked by Wall St. Rank hold EMBC as of Q3 2025.

  • Concord Wealth Partners reported no remaining Embecta position as of Q3 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 8 Embecta shares in Q3 2025, an estimated $78.
  • Concord Wealth Partners first reported a position in Embecta in Q2 2022 and held it in 7 quarters.
  • Concord Wealth Partners's Embecta position peaked at $2K in Q2 2022.
  • 354 funds tracked by Wall St. Rank held Embecta as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.