Legend Financial Advisors’s Embecta EMBC Stock Holding History

Legend Financial 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
2025 Q3	–	Sell	-7	Closed	-$68	–	71
2025 Q2	$68	Buy	+7	New	+$79	﹤0.01%	169
2025 Q1	–	Sell	-7	Closed	-$145	–	98
2024 Q4	$145	Hold	7	–	–	﹤0.01%	246
2024 Q3	$99	Hold	7	–	–	﹤0.01%	153
2024 Q2	$88	Sell	7 -5	-42%	-$61	﹤0.01%	277
2024 Q1	$159	Buy	12 +5	+71%	+$77	﹤0.01%	184
2023 Q4	$133	Buy	7 +4	+133%	+$66	﹤0.01%	192
2023 Q3	$45	Sell	3 -6	-67%	-$113	﹤0.01%	188
2023 Q2	$194	Sell	9 -7	-44%	-$191	﹤0.01%	207
2023 Q1	$450	Sell	16 -3	-16%	-$85	﹤0.01%	227
2022 Q4	$481	Buy	19 +9	+90%	+$275	﹤0.01%	241
2022 Q3	$288	Buy	+10	New	+$296	﹤0.01%	230

Other funds holding EMBC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return