CWA Asset Management Group’s Embecta EMBC Stock Holding History

CWA Asset Management Group’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	$1.22M	Buy	374,947 +122,423	+48%	+$668K	0.04%	368
2026 Q1	$2.23M	Buy	252,524 +112,161	+80%	+$1.17M	0.08%	242
2025 Q4	$1.67M	Buy	140,363 +8,154	+6%	+$108K	0.06%	272
2025 Q3	$1.87M	Buy	132,209 +12,240	+10%	+$155K	0.07%	238
2025 Q2	$1.16M	Buy	+119,969	New	+$1.35M	0.05%	308

Other funds holding EMBC

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return