Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
EWA
EverSource Wealth Advisors’s
Embecta
EMBC
Stock Holding History
EverSource Wealth 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
$2.4K
Sell
272
-287
-51%
-$2.99K
﹤0.01%
3578
2025
Q4
$6.64K
Sell
559
-95
-15%
-$1.25K
﹤0.01%
2994
2025
Q3
$9.23K
Buy
654
+239
+58%
+$3.02K
﹤0.01%
2867
2025
Q2
$4.02K
Sell
415
-40
-9%
-$450
﹤0.01%
3251
2025
Q1
$5.8K
Buy
455
+303
+199%
+$4.85K
﹤0.01%
2424
2024
Q4
$3.14K
Buy
152
+9
+6%
+$147
﹤0.01%
2540
2024
Q3
$2.02K
Hold
143
–
–
﹤0.01%
2546
2024
Q2
$2.24K
Hold
143
–
–
﹤0.01%
2515
2024
Q1
$1.45K
Sell
143
-54
-27%
-$836
﹤0.01%
2470
2023
Q4
$3.73K
Buy
197
+59
+43%
+$968
﹤0.01%
1971
2023
Q3
$2.08K
Sell
138
-349
-72%
-$6.54K
﹤0.01%
1993
2023
Q2
$10.5K
Hold
487
–
–
﹤0.01%
1417
2023
Q1
$13.7K
Sell
487
-159
-25%
-$4.51K
﹤0.01%
1233
2022
Q4
$16.3K
Hold
646
–
–
﹤0.01%
1130
2022
Q3
$19K
Buy
646
+622
+2,592%
+$18.4K
﹤0.01%
919
2022
Q2
$1K
Buy
+24
New
+$692
﹤0.01%
1627
Other funds holding EMBC
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
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
New York
$134B AUM
35.51%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close