Laidlaw Wealth Management’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Laidlaw Wealth Management’s Portfolio EMD Stock Details EMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$291K	Sell	29,600 -31,100	-51%	-$333K	1.01%	30
2025 Q4	$645K	Hold	60,700	–	–	2%	16
2025 Q3	$626K	Sell	60,700 -7,850	-11%	-$80.5K	1.49%	23
2025 Q2	$689K	Hold	68,550	–	–	1.99%	18
2025 Q1	$678K	Buy	68,550 +1,000	+1%	+$9.84K	2%	16
2024 Q4	$650K	Buy	67,550 +5,700	+9%	+$56.6K	0.28%	87
2024 Q3	$630K	Buy	61,850 +12,950	+26%	+$127K	0.31%	92
2024 Q2	$455K	Buy	48,900 +7,000	+17%	+$65.2K	0.25%	113
2024 Q1	$403K	Buy	41,900 +21,050	+101%	+$193K	0.22%	116
2023 Q4	$192K	Buy	+20,850	New	+$179K	0.07%	231

Other funds holding EMD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Laidlaw Wealth Management's EMD Position: Q1 2026 in Review

Laidlaw Wealth Management reduced its Western Asset Emerging Markets Debt Fund (EMD) stake by 51% in Q1 2026, selling an estimated $333K and leaving 29,600 shares worth $291K. The position accounts for 1.01% of the portfolio, ranked #30.

Laidlaw Wealth Management first reported a position in EMD in Q4 2023 and has held it in 10 quarters since. The position peaked at $689K in Q2 2025. 101 funds tracked by Wall St. Rank hold EMD as of Q1 2026.

Laidlaw Wealth Management held 29,600 shares of Western Asset Emerging Markets Debt Fund worth $291K as of Q1 2026.
Laidlaw Wealth Management sold 31,100 Western Asset Emerging Markets Debt Fund shares in Q1 2026, an estimated $333K.
Western Asset Emerging Markets Debt Fund made up 1.01% of Laidlaw Wealth Management's portfolio in Q1 2026, its #30 holding.
Laidlaw Wealth Management first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2023 and has held it in 10 quarters since.
Laidlaw Wealth Management's Western Asset Emerging Markets Debt Fund position peaked at $689K in Q2 2025.
101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2026.

Based on Laidlaw Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.