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
Q2 		$34.5K Sell
10,583
-39,564
-79% -$216K ﹤0.01% 4157
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 $6.73T AUM 46.02% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Brigade Capital Management New York $534M AUM 44.37% 1-Year Est. Return

Creative Planning's EMBC Position: Q2 2026 in Review

Creative Planning reduced its Embecta (EMBC) stake by 79% in Q2 2026, selling an estimated $216K and leaving 10,583 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4157.

Creative Planning first reported a position in EMBC in Q3 2022 and has held it in 14 quarters since. The position peaked at $695K in Q3 2025. 321 funds tracked by Wall St. Rank hold EMBC as of Q2 2026.

  • Creative Planning held 10,583 shares of Embecta worth $34.5K as of Q2 2026.
  • Creative Planning sold 39,564 Embecta shares in Q2 2026, an estimated $216K.
  • Embecta made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4157 holding.
  • Creative Planning first reported a position in Embecta in Q3 2022 and has held it in 14 quarters since.
  • Creative Planning's Embecta position peaked at $695K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held Embecta as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.