HA
EBS icon

Herold Advisors’s Emergent Biosolutions EBS Stock Holding History

Herold Advisors’s Portfolio EBS Stock Details EBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$83K Hold
10,000
– – 0.02% 257
2025
Q4 		$124K Hold
10,000
– – 0.03% 245
2025
Q3 		$88.2K Hold
10,000
– – 0.02% 247
2025
Q2 		$63.8K Hold
10,000
– – 0.01% 307
2025
Q1 		$48.6K Hold
10,000
– – 0.01% 280
2024
Q4 		$95.6K Hold
10,000
– – 0.02% 272
2024
Q3 		$83.5K Hold
10,000
– – 0.02% 268
2024
Q2 		$68.2K Hold
10,000
– – 0.02% 262
2024
Q1 		$25.3K Hold
10,000
– – 0.01% 264
2023
Q4 		$24K Hold
10,000
– – 0.01% 244
2023
Q3 		$34K Hold
10,000
– – 0.01% 246
2023
Q2 		$73.5K Hold
10,000
– – 0.02% 239
2023
Q1 		$104K Buy
+10,000
New +$121K 0.04% 226

Other funds holding EBS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM