EWA
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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
Q2 		$4.84K Buy
1,485
+1,213
+446% +$6.62K ﹤0.01% 3291
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
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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's EMBC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Embecta (EMBC) stake by 446% in Q2 2026, buying an estimated $6.62K and bringing the position to 1,485 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #3291.

EverSource Wealth Advisors first reported a position in EMBC in Q2 2022 and has held it in 17 quarters since. The position peaked at $19K in Q3 2022. 322 funds tracked by Wall St. Rank hold EMBC as of Q2 2026.

  • EverSource Wealth Advisors held 1,485 shares of Embecta worth $4.84K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,213 Embecta shares in Q2 2026, an estimated $6.62K.
  • Embecta made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3291 holding.
  • EverSource Wealth Advisors first reported a position in Embecta in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Embecta position peaked at $19K in Q3 2022.
  • 322 funds tracked by Wall St. Rank held Embecta as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.