Creative Planning
EMBC icon

Creative Planning’s Embecta EMBC Stock Holding History

Creative Planning’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 		$443K Buy
50,147
+3,787
+8% +$39.5K ﹤0.01% 3117
2025
Q4 		$551K Sell
46,360
-2,883
-6% -$38K ﹤0.01% 2754
2025
Q3 		$695K Buy
49,243
+13,452
+38% +$170K ﹤0.01% 2441
2025
Q2 		$347K Buy
35,791
+10,229
+40% +$115K ﹤0.01% 2774
2025
Q1 		$326K Sell
25,562
-4,806
-16% -$76.9K ﹤0.01% 2676
2024
Q4 		$627K Sell
30,368
-772
-2% -$12.7K ﹤0.01% 2024
2024
Q3 		$439K Sell
31,140
-5,162
-14% -$75.1K ﹤0.01% 2218
2024
Q2 		$454K Buy
+36,302
New +$441K ﹤0.01% 2017
2024
Q1 		– Sell
-15,167
Closed -$287K – 2955
2023
Q4 		$287K Sell
15,167
-2,196
-13% -$36K ﹤0.01% 2114
2023
Q3 		$261K Buy
+17,363
New +$326K ﹤0.01% 2044
2023
Q2 		– Sell
-7,120
Closed -$200K – 2705
2023
Q1 		$200K Sell
7,120
-1,459
-17% -$41.4K ﹤0.01% 2130
2022
Q4 		$217K Buy
8,579
+1,401
+20% +$42.8K ﹤0.01% 1973
2022
Q3 		$207K Buy
+7,178
New +$212K ﹤0.01% 1892

Other funds holding EMBC

BlackRock
BlackRock New York $5.72T 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 $8.99B AUM 12.83% 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 $14.6B AUM 40.95% 1-Year Est. Return
SCM
Sio Capital Management New York $697M AUM 79.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Creative Planning's EMBC Position: Q1 2026 in Review

Creative Planning increased its Embecta (EMBC) stake by 8.2% in Q1 2026, buying an estimated $39.5K and bringing the position to 50,147 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #3117.

Creative Planning first reported a position in EMBC in Q3 2022 and has held it in 13 quarters since. The position peaked at $695K in Q3 2025. 337 funds tracked by Wall St. Rank hold EMBC as of Q1 2026.

  • Creative Planning held 50,147 shares of Embecta worth $443K as of Q1 2026.
  • Creative Planning bought 3,787 Embecta shares in Q1 2026, an estimated $39.5K.
  • Embecta made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3117 holding.
  • Creative Planning first reported a position in Embecta in Q3 2022 and has held it in 13 quarters since.
  • Creative Planning's Embecta position peaked at $695K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held Embecta as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.