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Hennion & Walsh Asset Management’s Embecta EMBC Stock Holding History

Hennion & Walsh Asset Management’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 		$63.7K Sell
19,555
-105
-0.5% -$573 ﹤0.01% 953
2026
Q1 		$174K Sell
19,660
-323
-2% -$3.37K 0.01% 907
2025
Q4 		$237K Buy
19,983
+6,369
+47% +$84K 0.01% 875
2025
Q3 		$192K Buy
+13,614
New +$172K 0.01% 920

Other funds holding EMBC

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Hennion & Walsh Asset Management's EMBC Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Embecta (EMBC) stake by 0.53% in Q2 2026, selling an estimated $573 and leaving 19,555 shares worth $63.7K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Hennion & Walsh Asset Management first reported a position in EMBC in Q3 2025 and has held it in 4 quarters since. The position peaked at $237K in Q4 2025. 35 funds tracked by Wall St. Rank hold EMBC as of Q2 2026.

  • Hennion & Walsh Asset Management held 19,555 shares of Embecta worth $63.7K as of Q2 2026.
  • Hennion & Walsh Asset Management sold 105 Embecta shares in Q2 2026, an estimated $573.
  • Embecta made up ﹤0.01% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #953 holding.
  • Hennion & Walsh Asset Management first reported a position in Embecta in Q3 2025 and has held it in 4 quarters since.
  • Hennion & Walsh Asset Management's Embecta position peaked at $237K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Embecta as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.