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Mark Sheptoff Financial Planning’s Embecta EMBC Stock Holding History

Mark Sheptoff Financial Planning’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 		$16 Hold
5
– – ﹤0.01% 513
2026
Q1 		$20 Buy
+5
New +$52 ﹤0.01% 507

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 $3.37T AUM 44.26% 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

Mark Sheptoff Financial Planning's EMBC Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Embecta (EMBC) position steady in Q2 2026 at 5 shares worth $16. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Mark Sheptoff Financial Planning first reported a position in EMBC in Q1 2026 and has held it in 2 quarters since. The position peaked at $20 in Q1 2026. 320 funds tracked by Wall St. Rank hold EMBC as of Q2 2026.

  • Mark Sheptoff Financial Planning held 5 shares of Embecta worth $16 as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Embecta share count unchanged in Q2 2026.
  • Embecta made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #513 holding.
  • Mark Sheptoff Financial Planning first reported a position in Embecta in Q1 2026 and has held it in 2 quarters since.
  • Mark Sheptoff Financial Planning's Embecta position peaked at $20 in Q1 2026.
  • 320 funds tracked by Wall St. Rank held Embecta as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.